Who Owns First Trust SSI Strategic Convertible Securities ETF (FCVT)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$7.498744370004e+140T
% of Float Held
—
QoQ Change in Holders
+14 / -3
Price History
FCVT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Concurrent Investment Advisors, LLC | New Position | +347K | +$14.9M |
| Private Advisory Group LLC | New Position | +87K | +$3.7M |
| Proactive Wealth Strategies LLC | New Position | +43K | +$1.9M |
| Plus Group Wealth Advisors LLC | New Position | +26K | +$1.1M |
| Milestones Private Investment Advisors LLC | New Position | +24K | +$1.0M |
| D.A. DAVIDSON & CO. | New Position | +24K | +$1.0M |
| Hershey Financial Advisers, LLC | New Position | +23K | +$1.0M |
| Tidemark, LLC | New Position | +23K | +$970K |
| TRUIST FINANCIAL CORP | New Position | +19K | +$831K |
| RiverTree Advisors, LLC | New Position | +17K | +$750K |
| SkyOak Wealth, LLC | New Position | +12K | +$496K |
| Synergy Asset Management, LLC | New Position | +11K | +$452K |
| Kovack Advisors, Inc. | New Position | +12K | +$444K |
| COTTONWOOD CAPITAL ADVISORS, LLC | New Position | +10K | +$415K |
| Cambridge Investment Research Advisors, Inc. | Increased | +13K | +$397K |
FCVT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -23K | -$8.0B |
| BANK OF AMERICA CORP /DE/ | Decreased | -611 | -$1.8B |
| OSAIC HOLDINGS, INC. | Decreased | -11K | -$1.6B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -10K | -$908.5M |
| OneDigital Investment Advisors LLC | Decreased | -979 | -$622.2M |
| Advisory Services Network, LLC | Closed Position | -2K | -$78.3M |
| UBS Group AG | Decreased | -267 | -$11.7M |
| Aptus Capital Advisors, LLC | Closed Position | -65 | -$2.8M |
| HARBOUR INVESTMENTS, INC. | Closed Position | -2 | -$87K |
Top Institutional Holders(Q4 2025)
FCVT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 66 | $58.2M | +29 |
| Q3 2025 | 37 | $32.9B | -12 |
| Q2 2025 | 49 | $49.6B | -3 |
| Q1 2025 | 52 | $41.1B | +7 |
| Q4 2024 | 45 | $6.3T | +15 |
| Q3 2024 | 30 | $19.9T | -4 |
| Q2 2024 | 34 | $28.8T | +8 |
| Q1 2024 | 26 | $19.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold FCVT (First Trust SSI Strategic Convertible Securities ETF). The largest holder is Concurrent Investment Advisors, LLC with $7.5M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own FCVT?
As of Q4 2025, 50 institutional investors report holding FCVT (First Trust SSI Strategic Convertible Securities ETF) in their 13F filings.
Who is the largest institutional holder of FCVT?
The largest institutional holder of FCVT is Concurrent Investment Advisors, LLC with $7.5M in shares.
Is institutional ownership of FCVT increasing or decreasing?
This quarter, 14 institutions opened new positions in FCVT and 3 closed their positions.