Who Owns FCVT?
First Trust SSI Strategic Convertible Securities ETF — Institutional Ownership & 13F Holdings
$49.49
+0.89 (+1.82%)
Market Cap
$107.0M
Shares Outstanding
2,350,054
Institutional Holders
52
Total Inst. Value
$37.5M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
13
Closed Positions
6
Increased
12
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $9.5M | 273,026 |
| 2 | Concurrent Investment Advisors, LLC | $5.5M | 156,260 |
| 3 | MORGAN STANLEY | $2.9M | 83,784 |
| 4 | ROYAL BANK OF CANADA | $2.5M | 70,695 |
| 5 | Elequin Capital, LP | $2.4M | 67,999 |
| 6 | Cetera Investment Advisers | $1.5M | 43,987 |
| 7 | BANK OF AMERICA CORP /DE/ | $1.5M | 43,463 |
| 8 | Proactive Wealth Strategies LLCNew | $1.5M | 42,615 |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.4M | 40,088 |
| 10 | Tidemark, LLC | $787K | 22,546 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Concurrent Investment Advisors, LLC | +7K | $5.5M |
| ROYAL BANK OF CANADA | +9K | $2.5M |
| Elequin Capital, LP | +43K | $2.4M |
| Cetera Investment Advisers | +2K | $1.5M |
| Proactive Wealth Strategies LLCNew | +43K | $1.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -32K | $9.5M |
| MORGAN STANLEY | -19K | $2.9M |
| LPL Financial LLC | -10K | $6K |
| OSAIC HOLDINGS, INC. | -4K | $761K |
| BANK OF AMERICA CORP /DE/ | -3K | $1.5M |
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Frequently Asked Questions
How many institutional investors hold FCVT?
As of Q1 2025, 52 institutional investors report holding FCVT (First Trust SSI Strategic Convertible Securities ETF) in their 13F filings.
Which hedge fund owns the most FCVT?
The largest institutional holder of FCVT is RAYMOND JAMES FINANCIAL INC with $9.5M in shares.
Are institutions buying or selling FCVT?
This quarter, 13 institutions opened new positions in FCVT and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.