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Get Institutions for : 
First Trust Ssi Strategic Convertible Securities (FCVT)  
$33.80 0.21 (0.63%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    3
Total shares held : 
1,589,936  
% of shares held : 
25.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -6  
Amount of shares held : 
431,648  
% of shares held change : 
  6.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$32.98  
Last Quarter's Ending Price : 
$34.09  
Last Quarter's Average Price
$33.14  
Change from last quarter's     
avg. price to the last closing  : 
0.66 (1.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 185,188
 11.65%
 
Increased Positions :
9
 458,155
 28.82%
 
Unchanged Positions :
11
 115,900
 7.29%
 
Decreased Positions :
18
-101,628
-6.39%
 
Closed Positions :
8
-110,067
-6.92%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Coppell Advisory Solutions Corp. 31 *New 2024-03-31 121,042 $4,126,000 121,042
   Private Advisory Group LLC 76 *New 2024-03-31 74,186 $2,529,000 74,186
   Coppell Advisory Solutions LLC 84 *New 2023-12-31 41,441 $1,381,000 41,441
   Cetera Investment Advisers 1969 *New 2024-03-31 33,113 $1,129,000 33,113
   Continuum Advisory LLC 437 *New 2024-03-31 3,906 $131,000 3,906
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1409 *New 2024-03-31 224 $8,000 224
   Cape Investment Advisory Inc. 1006 *New 2023-12-31 21 $1,000 21

  7 Records found
  1    
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