Who owns FCVT?
First Trust SSI Strategic Convertible Securities ETF · First Trust
61 institutions reported holding FCVT, worth $88.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FCVT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | Tampa, FL | $15.3M | 283,615 | +111,050 shares |
| LPL Financial LLC | Fort Mill, SC | $13.6M | 252,587 | +65,965 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $9.5M | 176,020 | +11,180 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $6.9M | 128,425 | +11,486 shares |
| Proactive Wealth Strategies LLC | Marietta, GA | $4.4M | 81,703 | −1,517 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $3.2M | 60,371 | −2,708 shares |
| Morgan Stanley | New York, NY | $3.1M | 57,640 | −17,119 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.7M | 49,908 | −19,905 shares |
| Elequin Capital, LP | New York, NY | $2.7M | 49,825 | New position |
| Bank of America Corp. | Charlotte, NC | $2.3M | 43,624 | −2,528 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FCVT?
61 institutional managers reported holding FCVT in Form 13F filings for June 30, 2026, worth $88.2M in total. The largest reported position was held by Concurrent Investment Advisors, LLC, at $15.3M.
Did institutions buy or sell FCVT last quarter?
Reported 13F value rose 20.0% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FCVT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.