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

First Trust SSI Strategic Convertible Securities ETF logo
$50.90 +0.62 (+1.23%)
Closing price 03:59 PM Eastern
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$50.91 +0.01 (+0.02%)
As of 07:01 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)
38
Total
Institutional Inflows
(last 12 months)
$42.72M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$20.76M
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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
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%
2/18/2026Hershey 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%
2/13/2026 Kestra 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%
2/5/2026 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%
2/3/2026American 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%
1/29/2026D.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%
1/15/2026Private Advisory Group LLC86,666$3.73M0.3%N/A3.852%
1/14/2026 Cottonwood Capital Advisors LLC9,655$415K0.3%+22.4%0.429%
1/13/2026Synergy 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%
11/6/2025 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%
10/27/2025American Financial Advisors LLC8,862$379K0.0%-2.8%0.394%
10/23/2025Ethos Financial Group LLC4,942$211K0.0%N/A0.220%
10/23/2025 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%
10/22/2025D.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%
9/11/2025 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%
8/12/2025JPMorgan Chase & Co.12,963$503K0.0%+23.7%0.576%
8/8/2025Cetera Investment Advisers30,506$1.18M0.0%-30.6%1.356%
8/1/2025 Envestnet Asset Management Inc.12,336$479K0.0%N/A0.548%
7/30/2025D.A. Davidson & CO.24,314$944K0.0%N/A1.081%
7/29/2025 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%
7/10/2025American 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%


FCVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCVT shares?

During the previous two years, 55 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), Coppell Advisory Solutions Corp. ($4.13M), Raymond James Financial Inc. ($3.83M), and Royal Bank of Canada ($3.82M).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 49 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 ($565.09K), Raymond James Financial Inc. ($307.61K), Ameritas Advisory Services LLC ($143.09K), Jane Street Group LLC ($131.26K), Coppell Advisory Solutions Corp. ($121.04K), International Assets Investment Management LLC ($108.71K), and Independent Advisor Alliance ($92.27K).

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

Institutional investors have bought a total of 1,059,848 shares in the last 24 months. This purchase volume represents approximately $42.72M 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: Raymond James Financial Inc. ($218.08K), Concurrent Investment Advisors LLC ($140.42K), CWM LLC ($35.35K), LPL Financial LLC ($33.11K), Elequin Capital LP ($23.38K), Osaic Holdings Inc. ($17.44K), and Cetera Investment Advisers ($13.48K).

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

Institutional investors have sold a total of 513,860 shares in the last 24 months. This volume of shares sold represents approximately $20.76M in transactions.


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This page (NASDAQ:FCVT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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