FIRST TRUST SSI STRATEGI ETF (FCVT) Institutional Ownership Changes & 13F Activity

FIRST TRUST SSI STRATEGI ETF (FCVT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Lpl Financial Llc, Elequin Capital, Lp, Cambridge Investment Research Advisors, Inc., and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Jane Street Group, LlcSell-71,111-76.5%21,860$1.18MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+11,486+9.8%128,425$6.91MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+11,180+6.8%176,020$9.47MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-2,708-4.3%60,371$3.25MQ2 2026Aug 14, 2026
Bank Of America CorpSell-2,528-5.5%43,624$2.35MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+2,2192,219$119.37KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-84-98.8%1$75.00Q2 2026Aug 14, 2026
Elequin Capital, LpBuy+49,82549,825$2.68MQ2 2026Aug 13, 2026
Morgan StanleySell-17,119-22.9%57,640$3.10MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-165-31.9%352$18.98KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-82-73.9%29$1.56KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+11,62311,623$617.88KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-3,420-18.2%15,396$827.92KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+168+0.5%33,018$1.78MQ2 2026Aug 12, 2026
Stratos Wealth Partners, Ltd.Buy+95+0.7%14,391$773.92KQ2 2026Aug 11, 2026
Wagner Wealth Management, CorpBuy+7,294+139.1%12,537$674.18KQ2 2026Aug 10, 2026
Proactive Wealth Strategies LlcSell-1,517-1.8%81,703$4.39MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+65,965+35.3%252,587$13.58MQ2 2026Aug 07, 2026
Ethos Financial Group, LlcBuy+5,1235,123$240.99KQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+3,7513,751$201.73KQ2 2026Aug 07, 2026
Onedigital Investment Advisors LlcBuy+332+2.2%15,353$825.63KQ2 2026Aug 07, 2026
Concentrum Wealth ManagementSell-950-12.6%6,595$354.65KQ2 2026Aug 06, 2026
Continuum Advisory, LlcBuy+709709$38.13KQ2 2026Aug 06, 2026
Envestnet Asset Management IncSell-3,334-18.5%14,679$789.35KQ2 2026Aug 03, 2026
Tsa Wealth Managment LlcSell-770-10.9%6,310$339.32KQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Sell-44,859-64.3%24,954$1.34KQ2 2026Jul 30, 2026
Kovack Advisors, Inc.Sell-207-1.8%11,567$608.60KQ2 2026Jul 29, 2026
Kestra Advisory Services, LlcSell-14,688-35.0%27,278$1.47MQ2 2026Jul 28, 2026
Truist Financial CorpBuy+86+0.3%33,845$1.82MQ2 2026Jul 28, 2026
Institute For Wealth Management, Llc.Buy+8585$4.57KQ2 2026Jul 28, 2026
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Frequently asked questions about FCVT activity

  • Which institutional owners are buying FCVT?

    Institutional owners buying FCVT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FCVT activity?

    "Buy" means an investor increased their reported position in FCVT compared to the prior reporting period. This reflects growing exposure to FIRST TRUST SSI STRATEGI ETF (FCVT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FCVT increasing?

    Institutional interest in FCVT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.