FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF

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FCVT·33739Q507·US·ETF·Unknown - Unknown-13D/G

FCVT (FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF) is held by 24 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($13.6M), OSAIC HOLDINGS, INC. ($9.5M), RAYMOND JAMES FINANCIAL INC ($6.9M). Net institutional sentiment: Mixed.

24

Holders

(3 Elite)

$49.8M

Total Value

45% (20)

Consensus

9 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)44

Insider (Form 4)35

Activist (13D/13G)76

Congressional (STOCK Act)36

Holder Quality

30

★★★★★

Elite

48

★★★★

Strong

38

★★★

Solid

76

★★

Below

49

★

Weak

Held by 24 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Jul 21, 2025 · Congress none

ActivistFTFirst Trust Portfolios L.P.8.2%Jul 21, 2025

View all activist filings

Top Holders

Top Holders (24)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	252,587(+35.4%)	$13.6M	0.0%	+32.26%	36
OSAIC HOLDINGS, INC.	Increased	176,020(+6.8%)	$9.5M	0.0%	+14.08%	30
RAYMOND JAMES FINANCIAL INC	Increased	128,425(+9.8%)	$6.9M	0.0%	+27.79%	30
ROYAL BANK OF CANADA	Decreased	60,371(-4.3%)	$3.2M	0.0%	+29.46%	0
MORGAN STANLEY	Decreased	57,640(-22.9%)	$3.1M	0.0%	+49.22%	0
BANK OF AMERICA CORP /DE/	Decreased	43,624(-5.5%)	$2.3M	0.0%	+34.95%	0
TRUIST FINANCIAL CORP	Increased	33,845(+0.3%)	$1.8M	0.0%	+15.56%	26
Cetera Investment Advisers	Increased	33,018(+0.5%)	$1.8M	0.0%	+45.45%	26
Kestra Advisory Services, LLC	Decreased	27,278(-35.0%)	$1.5M	0.0%	+40.18%	0
D.A. DAVIDSON & CO.	Increased	26,753(+10.1%)	$1.4M	0.0%	+25.43%	28
JANE STREET GROUP, LLC	Decreased	21,860(-76.5%)	$1.2M	0.0%	+31.72%	0
STIFEL FINANCIAL CORP	Decreased	15,396(-18.2%)	$827,920	0.0%	+31.11%	0
OneDigital Investment Advisors LLC	Increased	15,353(+2.2%)	$825,633	0.0%	+38.26%	25
ENVESTNET ASSET MANAGEMENT INC	Decreased	14,679(-18.5%)	$789,352	0.0%	+20.20%	0
JPMORGAN CHASE & CO	Decreased	11,623(-16.8%)	$617,879	0.0%	+28.39%	0
MML INVESTORS SERVICES, LLC	New	3,751	$201,726	0.0%	-6.82%	32
Allworth Financial LP	Unchanged	1,700	$91,418	0.0%	+53.08%	0
Farther Finance Advisors, LLC	Unchanged	1,529	$82,204	0.0%	+31.11%	0
Rockefeller Capital Management L.P.	Decreased	352(-31.9%)	$18,981	0.0%	+17.66%	0
BLAIR WILLIAM & CO/IL	Unchanged	295	$15,864	0.0%	+69.85%	0

Showing 1-20 of 24

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FCVTFIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer