F
First Trust SSI Strategic Convertible Securities
FCVT • NASDAQ
First Trust SSI Strategic Convertible Securities is an exchange-traded fund on NASDAQ. As of Q3 2025, 56 institutional investors hold shares in this ETF, with total holdings valued at $46.7M. LPL Financial LLC is the largest holder with a position valued at $8.0M.
Overview
Overview of institutional ownership in FCVT as of Q3 2025
All Institutions
- Institutions
- 56
- Value Held
- $46.7M
- Shares Held
- 1.1M
- Avg Position
- $833.1K
- Median Position
- $307.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $371.1K
- Shares Held
- 8.7K
- Avg Position
- $371.1K
- Median Position
- $371.1K
Biggest Investors
Institutions with the largest positions in FCVT as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $8.0M 0.00% of portfolio |
 Concurrent Investment Advisors, LLC RIA/Wealth | $7.0M 0.12% of portfolio |
J JANE STREET GROUP, LLC Institution | $3.9M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.8M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $3.4M 0.00% of portfolio |
 Proactive Wealth Strategies LLC RIA/Wealth | $1.8M 0.79% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $1.8M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.6M 0.00% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $1.4M 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $1.3M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FCVT in Q3 2025
- Traded
- −$9.5M
- Buyers
- 22
- Sellers
- 20
- Total Bought
- +$5.8M
- Total Sold
- −$15.3M
- Avg Position
- $777.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Proactive Wealth Strategies LLC RIA/Wealth | +$1.8M +383.0 shares |
A Advisor Group Holdings, Inc. Institution | +$912.8K +22.3K shares |
L LPL Financial LLC Institution | +$782.3K +18.3K shares |
R RiverTree Advisors, LLC RIA/Wealth | +$673.6K +15.8K shares |
 Synergy Financial Management, LLC RIA/Wealth | +$488.1K +11.4K shares |
 Coastal Investment Advisors, Inc. RIA/Wealth | +$310.6K +7.3K shares |
 Ethos Financial Group, LLC RIA/Wealth | +$211.4K +4.9K shares |
 Prospera Financial Services RIA/Wealth | +$204.3K +4.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$121.6K +2.8K shares |
BANK OF AMERICA CORP /DE/ Institution | +$93.1K +2.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Concurrent Investment Advisors, LLC RIA/Wealth | −$6.0M −140.4K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$5.6M −143.1K shares |
J JANE STREET GROUP, LLC Institution | −$1.8M −42.5K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | −$999.9K −23.4K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$290.4K −6.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$272.8K −6.4K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$253.3K −5.9K shares |
M | −$80.1K −1.9K shares |
 American Financial Advisors, LLC RIA/Wealth | −$10.9K −254.0 shares |
R Resources Investment Advisors, Inc. Pension/Endowment | −$9.5K −221.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FCVT in Q3 2025
- New Positions
- 3
- New Value
- $2.1M
- Exited Positions
- 4
- Exited Value
- $5.6M
New Positions
| Institution | Position Value |
|---|---|
Proactive Wealth Strategies LLC RIA/Wealth | $1.8M 43.1K shares |
Ethos Financial Group, LLC RIA/Wealth | $211.4K 4.9K shares |
 NBC SECURITIES, INC. RIA/Wealth | $11.4K 266.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Ameritas Advisory Services, LLC RIA/Wealth | $5.6M 143.1K shares |
 Park Square Financial Group, LLC RIA/Wealth | $8.1K 209.0 shares |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $3.6K 91.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $776.0 20.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FCVT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FCVT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M | 0.88% $1.3M |
Proactive Wealth Strategies LLC RIA/Wealth | 0.79% $1.8M |
R RiverTree Advisors, LLC RIA/Wealth | 0.44% $673.6K |
T Tidemark, LLC RIA/Wealth | 0.29% $964.2K |
C COTTONWOOD CAPITAL ADVISORS, LLC RIA/Wealth | 0.25% $337.4K |
 Concentrum Wealth Management RIA/Wealth | 0.13% $322.4K |
Concurrent Investment Advisors, LLC RIA/Wealth | 0.12% $7.0M |
 TSA Wealth Managment LLC RIA/Wealth | 0.11% $303.4K |
Coastal Investment Advisors, Inc. RIA/Wealth | 0.10% $310.6K |
 SkyOak Wealt, LLC RIA/Wealth | 0.09% $493.4K |
Hedge Fund Spotlight
Discover hedge funds investing in FCVT
E
ELEQUIN CAPITAL LP
Hedge Fund • Multi-Strategy
Portfolio ManagerPeter German Gutierrez
- Portfolio Value
- $864.9M
- Positions
- 104
- Last Reported
- Q3 2025
Sector Allocation
F
Position in First Trust SSI Strategic Convertible Securities
- Market Value
- $371.1K
- Shares Held
- 8.7K
- Portfolio Weight
- 0.04%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $204.2M | 23.62% | |
Software - Infrastructure Technology | $77.7M | 8.98% | |
Semiconductors Technology | $56.6M | 6.54% |
