Free Trial
→ This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (From Brownstone Research) (Ad) Free FCVT Stock Alerts

This company has been marked as potentially delisted and may not be actively trading.

First Trust SSI Strategic Convertible Securities ETF (FCVT) Institutional Ownership

Compare

Institutional Ownership Changes (13F Filings) for First Trust SSI Strategic Convertible Securities ETF (NASDAQ:FCVT)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$37.10M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$8.26M
Get FCVT Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust SSI Strategic Convertible Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FCVT Institutional Buying and Selling by Quarter

First Trust SSI Strategic Convertible Securities ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025American Financial Advisors LLC9,116$354K0.0%-11.6%0.405%
5/19/2025Jane Street Group LLC17,876$624K0.0%+50.2%0.941%
5/15/2025Royal Bank of Canada70,695$2.47M0.0%+14.4%3.721%
5/14/2025Kestra Advisory Services LLC27,610$964K0.0%+64.1%1.453%
5/13/2025Elequin Capital LP67,999$2.37M0.3%+173.8%3.579%
5/13/2025Raymond James Financial Inc.273,026$9.53M0.0%-10.4%14.370%
5/12/2025Everett Harris & Co. CA6,585$230K0.0%N/A0.347%
5/7/2025Brio Consultants LLC13,440$469K0.2%N/A0.707%
5/7/2025LPL Financial LLC164,756$5.75M0.0%-5.9%8.671%
5/6/2025Cetera Investment Advisers43,987$1.54M0.0%+6.0%2.315%
5/1/2025CWM LLC41,737$1.46M0.0%-4.4%2.197%
4/30/2025Stratos Wealth Partners LTD.13,506$472K0.0%-5.1%0.711%
4/30/2025Horst & Graben Wealth Management LLC6,159$215K0.0%N/A0.324%
4/29/2025Concurrent Investment Advisors LLC156,260$5.46M0.1%+4.7%8.224%
4/29/2025OneDigital Investment Advisors LLC15,455$540K0.0%+102.2%0.813%
4/23/2025TSA Wealth Managment LLC6,915$241K0.1%N/A0.314%
4/23/2025Continuum Advisory LLC2,753$96K0.0%-28.8%0.125%
4/22/2025Cambridge Investment Research Advisors Inc.40,088$1.40M0.0%+120.9%1.822%
2/18/2025Elequin Capital LP24,833$914K0.1%-69.5%1.035%
2/18/2025Continuum Advisory LLC3,867$142K0.0%+7.6%0.161%
2/17/2025Cetera Investment Advisers41,515$1.53M0.0%+37.8%1.730%
2/17/2025Bank of America Corp DE46,197$1.70M0.0%-1.1%1.925%
2/17/2025Benjamin Edwards Inc.5,733$211K0.0%-13.0%0.239%
2/14/2025Jane Street Group LLC11,902$438K0.0%-47.9%0.496%
2/14/2025OneDigital Investment Advisors LLC7,643$281K0.0%N/A0.318%
2/14/2025Concourse Financial Group Securities Inc.5,755$219K0.0%N/A0.240%
2/13/2025Advisory Services Network LLC22,254$819K0.0%N/A0.927%
2/13/2025Concentrum Wealth Management14,069$518K0.2%-4.8%0.586%
2/12/2025JPMorgan Chase & Co.6,039$222K0.0%-11.6%0.252%
2/11/2025LPL Financial LLC175,117$6.44M0.0%-0.2%7.297%
2/7/2025Independent Advisor Alliance92,271$3.40M0.0%N/A3.845%
2/6/2025Raymond James Financial Inc.304,766$11.21M0.0%N/A12.699%
2/3/2025Concurrent Investment Advisors LLC149,275$5.49M0.1%+87.6%6.220%
1/31/2025Proactive Wealth Strategies LLC42,794$1.57M0.8%-1.7%1.783%
1/31/2025D.A. Davidson & CO.20,481$753K0.0%N/A0.853%
1/30/2025American Financial Advisors LLC10,463$385K0.1%-3.4%0.436%
1/28/2025Realta Investment Advisors7,276$270K0.1%N/A0.303%
1/27/2025Stratos Wealth Partners LTD.14,236$524K0.0%-4.5%0.593%
1/23/2025Synergy Asset Management LLC4,723$169K0.0%N/A0.197%
11/15/2024Continuum Advisory LLC3,595$133K0.0%-7.6%0.150%
Trump Exec Order 14179 is wealth “gift” to good Americans? (Ad)

Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve suffered financial hardship…Our President may have solved everything.

If you missed out on a bitcoin fortune, this could be your second chance. A brief “wealth window” is
11/15/2024Jane Street Group LLC22,862$816K0.0%-55.0%0.953%
11/15/2024Benjamin Edwards Inc.6,587$235K0.0%N/A0.274%
11/5/2024Proactive Wealth Strategies LLC43,527$1.55M0.9%N/A1.814%
11/4/2024Cottonwood Capital Advisors LLC8,371$299K0.2%-29.4%0.349%
10/31/2024Concurrent Investment Advisors LLC79,562$2.84M0.1%-49.3%3.315%
10/22/2024International Assets Investment Management LLC106,103$3.79M0.0%+3,977.7%4.421%
10/11/2024Iams Wealth Management LLC5,748$205K0.1%N/A0.240%
8/22/2024Cetera Investment Advisers32,323$1.10M0.0%-2.4%1.347%
8/12/2024SkyOak Wealth LLC11,636$394K0.1%-5.9%0.485%
7/31/2024Concurrent Investment Advisors LLC157,041$5.32M0.2%N/A6.543%
7/30/2024International Assets Investment Management LLC2,602$88K0.0%N/A0.108%
7/19/2024Raymond James & Associates92,731$3.14M0.0%+43.7%3.864%
7/10/2024CWM LLC55,810$1.89M0.0%+4,896.4%2.325%
5/17/2024Coppell Advisory Solutions Corp.121,042$4.13M0.8%N/A5.043%
4/29/2024Benjamin F. Edwards & Company Inc.4,838$165K0.0%-34.6%0.206%
4/26/2024Cottonwood Capital Advisors LLC11,980$395K0.3%-2.6%0.510%
4/22/2024American Financial Advisors LLC23,251$793K0.1%-21.7%0.989%
2/13/2024Tower Research Capital LLC TRC 1,226$41K0.0%N/A0.038%
2/6/2024Benjamin F. Edwards & Company Inc.7,393$246K0.0%+7.9%0.231%
2/6/2024Concentrum Wealth Management15,351$512K0.0%-2.6%0.480%
2/2/2024Truist Financial Corp27,886$929K0.0%N/A0.871%
2/1/2024CWM LLC1,307$44K0.0%+220.3%0.041%
1/31/2024American Financial Advisors LLC29,709$990K0.1%-30.5%0.928%
1/25/2024International Assets Investment Management LLC86,713$2.89M0.0%N/A2.710%
1/25/2024Retireful LLC89,218$2.97M1.3%N/A2.788%
1/24/2024International Assets Investment Management LLC86,713$2.89M0.0%N/A2.710%
1/16/2024Raymond James Financial Services Advisors Inc.32,602$1.09M0.0%-8.1%1.019%
1/16/2024Raymond James & Associates66,776$2.23M0.0%-1.8%2.087%
1/12/2024SkyOak Wealth LLC12,366$412K0.1%-3.5%0.386%
11/13/2023LPL Financial LLC157,287$4.89M0.0%-24.1%4.915%
11/13/2023Kestra Advisory Services LLC15,944$495K0.0%-34.8%0.498%
11/8/2023D.A. Davidson & CO.9,608$299K0.0%-43.8%0.300%
11/6/2023Cottonwood Capital Advisors LLC13,212$410K0.4%-6.0%0.413%
11/1/2023Csenge Advisory Group8,279$257K0.0%-8.4%0.259%
10/24/2023SkyOak Wealth LLC12,816$398K0.1%-5.6%0.401%
10/24/2023Stratos Wealth Partners LTD.13,664$425K0.0%+6.4%0.427%
10/24/2023Raymond James Financial Services Advisors Inc.35,480$1.10M0.0%-2.5%1.109%
10/24/2023Raymond James & Associates67,997$2.11M0.0%-26.2%2.125%
10/24/2023Cambridge Investment Research Advisors Inc.22,362$695K0.0%-16.3%0.699%
8/11/2023Kestra Advisory Services LLC24,464$799K0.0%-68.7%0.765%
8/11/2023Guggenheim Capital LLC42,897$1.40M0.0%-1.4%1.341%
8/10/2023Osaic Holdings Inc.90,762$2.97M0.0%-14.2%2.836%
8/10/2023Cetera Advisor Networks LLC14,097$460K0.0%-4.5%0.441%
8/4/2023Envestnet Asset Management Inc.34,254$1.12M0.0%-54.4%1.038%
8/4/2023Cottonwood Capital Advisors LLC14,053$459K0.4%-2.6%0.426%
8/2/2023Bank of Montreal Can55,083$1.80M0.0%N/A1.669%
7/31/2023LPL Financial LLC207,324$6.77M0.0%-47.2%6.283%
7/25/2023Raymond James Financial Services Advisors Inc.36,402$1.19M0.0%-8.8%1.103%
7/25/2023Raymond James & Associates92,104$3.01M0.0%-4.8%2.791%
7/20/2023Csenge Advisory Group9,037$295K0.0%-13.9%0.274%
Trump Exec Order 14179 is wealth “gift” to good Americans? (Ad)

Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve suffered financial hardship…Our President may have solved everything.

If you missed out on a bitcoin fortune, this could be your second chance. A brief “wealth window” is
7/18/2023Stratos Wealth Partners LTD.12,841$419K0.0%+2.8%0.389%
7/13/2023American Financial Advisors LLC52,788$1.72M0.3%-18.4%1.600%
7/13/2023Cambridge Investment Research Advisors Inc.26,732$873K0.0%-10.5%0.810%
5/11/2023Guggenheim Capital LLC43,487$1.39M0.0%-1.4%1.191%
5/10/2023LPL Financial LLC392,873$12.54M0.0%-10.0%10.764%
5/3/2023Concentrum Wealth Management15,797$504K0.4%-2.0%0.433%
5/2/2023SkyOak Wealth LLC13,576$433K0.1%-3.3%0.372%
5/1/2023Csenge Advisory Group10,500$335K0.0%-41.4%0.288%
4/27/2023Stratos Wealth Partners LTD.12,491$399K0.0%-6.4%0.342%
4/27/2023Benjamin F. Edwards & Company Inc.6,805$217K0.0%-10.4%0.186%
(Data available from 1/1/2016 forward)

FCVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCVT shares?

During the previous two years, 46 institutional investors and hedge funds held shares of First Trust SSI Strategic Convertible Securities ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($9.53M), LPL Financial LLC ($5.75M), Concurrent Investment Advisors LLC ($5.46M), Coppell Advisory Solutions Corp. ($4.13M), International Assets Investment Management LLC ($3.79M), Independent Advisor Alliance ($3.40M), and Raymond James & Associates ($3.14M).Learn more on First Trust SSI Strategic Convertible Securities ETF's institutional investors.

Which institutional investors have been buying First Trust SSI Strategic Convertible Securities ETF's stock?

Of the 33 institutional investors that purchased First Trust SSI Strategic Convertible Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($304.77K), International Assets Investment Management LLC ($279.53K), Concurrent Investment Advisors LLC ($233.74K), Coppell Advisory Solutions Corp. ($121.04K), Independent Advisor Alliance ($92.27K), Retireful LLC ($89.22K), and CWM LLC ($55.59K).

How much institutional buying is happening at First Trust SSI Strategic Convertible Securities ETF?

Institutional investors have bought a total of 1,034,909 shares in the last 24 months. This purchase volume represents approximately $37.10M in transactions.

Which of First Trust SSI Strategic Convertible Securities ETF's major shareholders have been selling company stock?

Of the 17 institutional investors that sold First Trust SSI Strategic Convertible Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Concurrent Investment Advisors LLC ($77.48K), Elequin Capital LP ($56.59K), Jane Street Group LLC ($38.85K), Raymond James Financial Inc. ($31.74K), LPL Financial LLC ($10.63K), Cottonwood Capital Advisors LLC ($3.48K), and CWM LLC ($1.90K).

How much institutional selling is happening at First Trust SSI Strategic Convertible Securities ETF?

Institutional investors have sold a total of 230,159 shares in the last 24 months. This volume of shares sold represents approximately $8.26M in transactions.


Related Companies

This page (NASDAQ:FCVT) was last updated on 7/10/2025 by MarketBeat.com Staff
From Our Partners
I was wrong about Trump
I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his ...
Porter & Company | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored