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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
   FIRST HAWAIIAN BANK 180 - 2024-03-31 77,535 $2,643,000 0
   SkyOak Wealt LLC 139 - 2024-03-31 12,366 $422,000 0
   ICAPITAL WEALTH LLC 82 - 2024-03-31 8,000 $273,000 0
   HARBOR INVESTMENT ADVISORY LLC 674 - 2024-03-31 850 $29,000 0
   BLAIR WILLIAM & CO/IL 1705 - 2024-03-31 295 $10,000 0
   HARBOUR INVESTMENTS INC. 2882 - 2023-12-31 41 $1,000 0
   WELLS FARGO & CO/MN 5684 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 2905 - 2024-03-31 0 $0 0

  8 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results