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Get Institutions for : 
First Trust Ssi Strategic Convertible Securities (FCVT)  
$33.77 0.08 (0.24%) as of 4:30 Thu 5/30


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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
$30.95  
Last Quarter's Ending Price : 
$33.33  
Last Quarter's Average Price
$31.16  
Change from last quarter's     
avg. price to the last closing  : 
2.61 (8.38%)  




 
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: 
3-31-2022 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 the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FINANCIAL NETWORK 1428 - 2024-03-31 30,897 $1,053,000 2,168
   Tidemark LLC 44 - 2024-03-31 24,403 $832,000 2,503
   STIFEL FINANCIAL CORP 3044 - 2024-03-31 6,397 $218,000 37
   J P MORGAN CHASE & CO 4798 - 2024-03-31 1,016 $35,000 243

  4 Records found
  1    
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