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

First Trust SSI Strategic Convertible Securities ETF logo
$51.84 +0.17 (+0.33%)
As of 03:42 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$22.55M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$12.41M
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FCVT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 City Center Advisors LLC3,992$215K0.2%N/A0.177%
5/19/2026Western Wealth Management LLC800$35K0.0%N/A0.034%
5/19/2026Bank of America Corp DE46,152$2.04M0.0%+14.4%1.964%
5/18/2026Royal Bank of Canada63,079$2.79M0.0%-29.0%2.684%
5/14/2026 American Financial Advisors LLC6,585$291K0.0%-3.3%0.280%
5/13/2026 Cetera Investment Advisers32,850$1.45M0.0%+2.9%1.398%
5/7/2026 Hershey Financial Advisers LLC24,336$1.08M0.9%+3.6%1.036%
5/4/2026 Milestones Private Investment Advisors LLC27,583$1.22M1.1%+13.4%1.174%
5/2/2026 International Assets Investment Management LLC2,302$103K0.0%-11.5%0.098%
4/30/2026 Kestra Advisory Services LLC41,966$1.85M0.0%-0.8%1.786%
4/22/2026 Merkkuri Wealth Advisors LLC1,188$52K0.0%N/A0.051%
4/17/2026 Cottonwood Capital Advisors LLC9,328$412K0.3%-3.4%0.397%
3/17/2026Rockefeller Capital Management L.P.689$30K0.0%+97.4%0.031%
2/18/2026 Hershey Financial Advisers LLC23,490$1.01M0.9%N/A1.044%
2/17/2026 Cetera Investment Advisers31,919$1.37M0.0%+4.6%1.419%
2/17/2026 Kovack Advisors Inc.12,139$522K0.0%N/A0.540%
2/17/2026Osaic Holdings Inc.26,709$1.15M0.0%-29.7%1.187%
2/17/2026Royal Bank of Canada88,861$3.82M0.0%+49.9%3.949%
2/13/2026 Kestra Advisory Services LLC42,316$1.82M0.0%+27.2%1.881%
2/13/2026 Stifel Financial Corp20,624$888K0.0%+174.3%0.917%
2/12/2026Jane Street Group LLC100,672$4.33M0.0%+10.9%4.474%
2/12/2026 Wagner Wealth Management Corp5,934$255K0.3%N/A0.264%
2/12/2026 Kovack Advisors Inc.12,138$522K0.0%N/A0.539%
2/11/2026 LPL Financial LLC164,880$7.10M0.0%-12.1%7.328%
2/5/2026 Plus Group Wealth Advisors LLC25,927$1.12M1.2%N/A1.152%
2/3/2026 International Assets Investment Management LLC2,602$112K0.0%N/A0.116%
2/3/2026 American Financial Advisors LLC6,811$293K0.0%-23.1%0.303%
2/2/2026 Truist Financial Corp19,315$831K0.0%N/A0.858%
1/30/2026 Caldwell Trust Co643$28K0.0%N/A0.029%
1/29/2026 D.A. Davidson & CO.24,262$1.04M0.0%-6.2%1.078%
1/29/2026 Concurrent Investment Advisors LLC347,194$14.94M0.2%+112.0%15.431%
1/26/2026CWM LLC6,385$275K0.0%-78.4%0.284%
1/26/2026 Milestones Private Investment Advisors LLC24,328$1.05M0.7%-19.5%1.081%
1/20/2026 Stratos Wealth Partners LTD.14,300$615K0.0%+3.8%0.636%
1/15/2026 RiverTree Advisors LLC17,438$750K0.5%+10.7%0.775%
1/15/2026 Private Advisory Group LLC86,666$3.73M0.3%N/A3.852%
1/14/2026 Cottonwood Capital Advisors LLC9,655$415K0.3%+22.4%0.429%
1/13/2026 Synergy Asset Management LLC10,518$453K0.0%-7.9%0.467%
11/18/2025 Advisory Services Network LLC1,832$78K0.0%N/A0.081%
11/17/2025Susquehanna International Group LLP21,243$909K0.0%-23.1%0.944%
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11/17/2025Elequin Capital LP8,678$371K0.0%-72.9%0.386%
11/17/2025Bank of America Corp DE40,958$1.75M0.0%+5.6%1.820%
11/14/2025Raymond James Financial Inc.89,532$3.83M0.0%+3.3%3.979%
11/6/2025 Stratos Wealth Partners LTD.13,780$589K0.0%+2.6%0.612%
11/6/2025 Prospera Financial Services Inc4,776$204K0.0%N/A0.212%
11/6/2025 Proactive Wealth Strategies LLC43,133$1.85M0.8%+0.9%1.917%
11/5/2025 Envestnet Asset Management Inc.5,545$237K0.0%-55.1%0.246%
10/27/2025 Concurrent Investment Advisors LLC163,784$7.01M0.1%-46.2%7.279%
10/27/2025 American Financial Advisors LLC8,862$379K0.0%-2.8%0.394%
10/23/2025 Ethos Financial Group LLC4,942$211K0.0%N/A0.220%
10/23/2025 Realta Investment Advisors7,263$311K0.1%N/A0.323%
10/22/2025 Milestones Private Investment Advisors LLC30,234$1.29M0.9%-5.8%1.344%
10/22/2025 D.A. Davidson & CO.25,858$1.11M0.0%+6.4%1.149%
10/21/2025 Synergy Asset Management LLC11,414$488K0.0%N/A0.507%
10/15/2025CWM LLC29,576$1.27M0.0%-15.5%1.314%
9/11/2025 Milestones Private Investment Advisors LLC32,107$1.25M0.9%N/A1.427%
9/4/2025Osaic Holdings Inc.15,649$607K0.0%-28.2%0.696%
8/15/2025Bank of America Corp DE38,781$1.51M0.0%-10.8%1.724%
8/14/2025Jane Street Group LLC133,299$5.17M0.0%+645.7%5.924%
8/14/2025Raymond James Financial Inc.86,688$3.36M0.0%-68.2%3.853%
8/12/2025 Richmond Investment Services LLC5,624$218K0.0%N/A0.250%
8/12/2025 JPMorgan Chase & Co.12,963$503K0.0%+23.7%0.576%
8/8/2025 Cetera Investment Advisers30,506$1.18M0.0%-30.6%1.356%
8/1/2025 Envestnet Asset Management Inc.12,336$479K0.0%N/A0.548%
7/30/2025 D.A. Davidson & CO.24,314$944K0.0%N/A1.081%
7/29/2025 Horst & Graben Wealth Management LLC8,274$321K0.1%+34.3%0.368%
7/25/2025CWM LLC34,986$1.36M0.0%-16.2%1.555%
7/25/2025 Concurrent Investment Advisors LLC304,201$11.81M0.2%+94.7%13.520%
7/21/2025Ameritas Advisory Services LLC143,088$5.55M0.3%N/A6.359%
7/11/2025 Farther Finance Advisors LLC1,529$59K0.0%+5,172.4%0.068%
7/10/2025 American 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%
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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%


FCVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 54 institutional investors and hedge funds held shares of First Trust SSI Strategic Convertible Securities ETF. The most heavily invested institutionals were Concurrent Investment Advisors LLC ($14.94M), LPL Financial LLC ($7.10M), Ameritas Advisory Services LLC ($5.55M), Jane Street Group LLC ($4.33M), Raymond James Financial Inc. ($3.83M), Private Advisory Group LLC ($3.73M), and Independent Advisor Alliance ($3.40M).Learn more on First Trust SSI Strategic Convertible Securities ETF's institutional investors.

Of the 48 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: Concurrent Investment Advisors LLC ($408.05K), Raymond James Financial Inc. ($307.61K), Ameritas Advisory Services LLC ($143.09K), Jane Street Group LLC ($131.26K), International Assets Investment Management LLC ($106.10K), Independent Advisor Alliance ($92.27K), and Private Advisory Group LLC ($86.67K).

Institutional investors have bought a total of 526,059 shares in the last 24 months. This purchase volume represents approximately $22.55M in transactions.

Of the 16 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 ($140.42K), CWM LLC ($28.60K), Royal Bank of Canada ($25.78K), Elequin Capital LP ($23.38K), LPL Financial LLC ($22.75K), Osaic Holdings Inc. ($17.44K), and Milestones Private Investment Advisors LLC ($7.78K).

Institutional investors have sold a total of 289,999 shares in the last 24 months. This volume of shares sold represents approximately $12.41M in transactions.



Institutional ownership data for NASDAQ:FCVT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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