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

First Trust SSI Strategic Convertible Securities ETF logo
$46.24 -1.33 (-2.79%)
Closing price 03:55 PM Eastern
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$46.21 -0.02 (-0.05%)
As of 07:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust SSI Strategic Convertible Securities ETF (NASDAQ:FCVT)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$27.34M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$12.18M
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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
10/8/2026City Center Advisors LLC4,328$212K0.2%+8.4%0.222%
9/23/2026Envestnet Asset Management Inc.14,679$789K0.0%-18.5%0.699%
8/22/2026Concurrent Investment Advisors LLC283,615$15.25M0.1%+64.4%14.181%
8/21/2026Continuum Advisory LLC709$38K0.0%N/A0.035%
7/7/2026City 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%
5/14/2026American Financial Advisors LLC6,585$291K0.0%-3.3%0.280%
5/13/2026Cetera Investment Advisers32,850$1.45M0.0%+2.9%1.398%
5/7/2026Hershey Financial Advisers LLC24,336$1.08M0.9%+3.6%1.036%
5/4/2026Milestones Private Investment Advisors LLC27,583$1.22M1.1%+13.4%1.174%
5/2/2026International Assets Investment Management LLC2,302$103K0.0%-11.5%0.098%
4/30/2026Kestra Advisory Services LLC41,966$1.85M0.0%-0.8%1.786%
4/22/2026Merkkuri Wealth Advisors LLC1,188$52K0.0%N/A0.051%
4/17/2026Cottonwood Capital Advisors LLC9,328$412K0.3%-3.4%0.397%
3/17/2026Rockefeller Capital Management L.P.689$30K0.0%+97.4%0.031%
2/18/2026Hershey Financial Advisers LLC23,490$1.01M0.9%N/A1.044%
2/17/2026Cetera Investment Advisers31,919$1.37M0.0%+4.6%1.419%
2/17/2026Kovack 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%
2/13/2026Kestra Advisory Services LLC42,316$1.82M0.0%+27.2%1.881%
2/13/2026Stifel Financial Corp20,624$888K0.0%+174.3%0.917%
2/12/2026Jane Street Group LLC100,672$4.33M0.0%+10.9%4.474%
2/12/2026Wagner Wealth Management Corp5,934$255K0.3%N/A0.264%
2/12/2026Kovack Advisors Inc.12,138$522K0.0%N/A0.539%
2/11/2026LPL Financial LLC164,880$7.10M0.0%-12.1%7.328%
2/5/2026Plus Group Wealth Advisors LLC25,927$1.12M1.2%N/A1.152%
2/3/2026International Assets Investment Management LLC2,602$112K0.0%N/A0.116%
2/3/2026American Financial Advisors LLC6,811$293K0.0%-23.1%0.303%
2/2/2026Truist Financial Corp19,315$831K0.0%N/A0.858%
1/30/2026Caldwell Trust Co643$28K0.0%N/A0.029%
1/29/2026D.A. Davidson & CO.24,262$1.04M0.0%-6.2%1.078%
1/29/2026Concurrent Investment Advisors LLC347,194$14.94M0.2%+112.0%15.431%
1/26/2026CWM LLC6,385$275K0.0%-78.4%0.284%
1/26/2026Milestones Private Investment Advisors LLC24,328$1.05M0.7%-19.5%1.081%
1/20/2026Stratos Wealth Partners LTD.14,300$615K0.0%+3.8%0.636%
1/15/2026RiverTree Advisors LLC17,438$750K0.5%+10.7%0.775%
1/15/2026Private Advisory Group LLC86,666$3.73M0.3%N/A3.852%
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1/14/2026Cottonwood Capital Advisors LLC9,655$415K0.3%+22.4%0.429%
1/13/2026Synergy Asset Management LLC10,518$453K0.0%-7.9%0.467%
11/18/2025Advisory Services Network LLC1,832$78K0.0%N/A0.081%
11/17/2025Susquehanna International Group LLP21,243$909K0.0%-23.1%0.944%
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%
11/6/2025Stratos Wealth Partners LTD.13,780$589K0.0%+2.6%0.612%
11/6/2025Prospera Financial Services Inc4,776$204K0.0%N/A0.212%
11/6/2025Proactive Wealth Strategies LLC43,133$1.85M0.8%+0.9%1.917%
11/5/2025Envestnet Asset Management Inc.5,545$237K0.0%-55.1%0.246%
10/27/2025Concurrent Investment Advisors LLC163,784$7.01M0.1%-46.2%7.279%
10/27/2025American Financial Advisors LLC8,862$379K0.0%-2.8%0.394%
10/23/2025Ethos Financial Group LLC4,942$211K0.0%N/A0.220%
10/23/2025Realta Investment Advisors7,263$311K0.1%N/A0.323%
10/22/2025Milestones Private Investment Advisors LLC30,234$1.29M0.9%-5.8%1.344%
10/22/2025D.A. Davidson & CO.25,858$1.11M0.0%+6.4%1.149%
10/21/2025Synergy Asset Management LLC11,414$488K0.0%N/A0.507%
10/15/2025CWM LLC29,576$1.27M0.0%-15.5%1.314%
9/11/2025Milestones 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%
8/12/2025Richmond Investment Services LLC5,624$218K0.0%N/A0.250%
8/12/2025JPMorgan Chase & Co.12,963$503K0.0%+23.7%0.576%
8/8/2025Cetera Investment Advisers30,506$1.18M0.0%-30.6%1.356%
8/1/2025Envestnet Asset Management Inc.12,336$479K0.0%N/A0.548%
7/30/2025D.A. Davidson & CO.24,314$944K0.0%N/A1.081%
7/29/2025Horst & Graben Wealth Management LLC8,274$321K0.1%+34.3%0.368%
7/25/2025CWM LLC34,986$1.36M0.0%-16.2%1.555%
7/25/2025Concurrent Investment Advisors LLC304,201$11.81M0.2%+94.7%13.520%
7/21/2025Ameritas Advisory Services LLC143,088$5.55M0.3%N/A6.359%
7/11/2025Farther Finance Advisors LLC1,529$59K0.0%+5,172.4%0.068%
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%
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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%


FCVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 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 ($15.25M), 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 47 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 ($519.10K), 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 606,047 shares in the last 24 months. This purchase volume represents approximately $27.34M in transactions.

Of the 15 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. ($11.29K), and Envestnet Asset Management Inc. ($10.13K).

Institutional investors have sold a total of 282,497 shares in the last 24 months. This volume of shares sold represents approximately $12.18M 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 10/8/2026. New 13F filings are added each quarter as they're published.
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