Who owns FCVT?
Institutional ownership of First Trust SSI Strategic Convertible Securities ETF from Form 13F, Q2 2026
61 institutional managers reported holding First Trust SSI Strategic Convertible Securities ETF (FCVT) in Form 13F filings for Q2 2026, with 1,640,686 shares worth $88.2M. The largest reported holder was Concurrent Investment Advisors, LLC. Managers that filed both quarters cut a net 28,154 shares (-1.7%). 9 opened new positions and 12 sold out.
- Funds holding
- 61
- Value held
- $88.2M
- New / sold out
- 9 / 12
- Net shares, same filers
- -1.7%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of FCVT
Share of 13F holdings is each fund's shares as a share of the 1,640,686 FCVT shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Concurrent Investment Advisors, LLC Added+$6.0M
- LPL Financial LLC Added+$3.5M
- Elequin Capital, LP New+$2.7M
- Raymond James Financial Inc Added+$618K
- Osaic Holdings, Inc. Added+$601K
- Wagner Wealth Management, Corp Added+$392K
- Elevation Capital Advisory, LLC New+$283K
- Ethos Financial Group, LLC New+$241K
- City Center Advisors, LLC New+$215K
- MML Investors Services, LLC New+$202K
Biggest sellers in Q2 2026
- Jane Street Group, LLC Trimmed-$3.8M
- Private Advisory Group LLC Sold out-$3.2M
- Independent Advisor Alliance Sold out-$2.3M
- Hershey Financial Advisers, LLC Sold out-$1.1M
- Cambridge Investment Research Advisors, Inc. Trimmed-$1.1M
- Morgan Stanley Trimmed-$921K
- Kestra Advisory Services, LLC Trimmed-$790K
- Synergy Asset Management, LLC Trimmed-$449K
- RiverTree Advisors, LLC Trimmed-$241K
- Richmond Investment Services, LLC Sold out-$240K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $15.3M and sold $15.3M; 16 added and 22 trimmed.
Questions about FCVT ownership
- Who owns FCVT stock?
- 61 institutional investment managers reported FCVT positions in their Form 13F filings for Q2 2026, holding 1,640,686 shares worth $88.2M in total. Concurrent Investment Advisors, LLC reported the largest position.
- Are funds buying or selling FCVT?
- In Q2 2026, 9 managers opened new FCVT positions, 16 added, 22 trimmed and 12 sold out. Managers that filed in both quarters sold a net 28,154 shares.
- How current is this FCVT institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FCVT by CUSIP. Options are left out. FCVT news and filings · FCVT insider trades · Top funds