FIRST TRUST SSI STRATEGI ETF (FCVT) Institutional Shareholders
FIRST TRUST SSI STRATEGI ETF (FCVT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $80.08M in FCVT holdings during the latest filing period.
Concurrent Investment Advisors, Llc is currently the largest disclosed institutional shareholder of FCVT tracked by InsiderSet, reporting ownership valued at approximately $15.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.55M, representing an estimated loss of -4.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed FCVT value among the investors covered in this analysis. Major shareholders include Concurrent Investment Advisors, Llc, Lpl Financial Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in FIRST TRUST SSI STRATEGI ETF (FCVT).
This page ranks the largest institutional FCVT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
60
Total Reported Value
$80.08M
Largest Holder
Concurrent Investment Advisors, Llc
Largest Position
$15.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Concurrent Investment Advisors, Llc | 0.13% | 283,615 | $15,251,425 | $14,551,605 | -$699,820 | -4.59% | |
| Lpl Financial Llc | 0.00% | 186,622 | $8,244,502 | $9,575,127 | +$1,330,625 | +16.14% | |
| Osaic Holdings, Inc. | 0.01% | 164,840 | $7,282,639 | $8,457,545 | +$1,174,906 | +16.13% | |
| Raymond James Financial Inc | 0.00% | 116,939 | $5,166,070 | $5,999,859 | +$833,789 | +16.14% | |
| Jane Street Group, Llc | 0.00% | 92,971 | $4,107,226 | $4,770,119 | +$662,893 | +16.14% | |
| Proactive Wealth Strategies Llc | 0.69% | 83,220 | $3,676,360 | $4,269,818 | +$593,458 | +16.14% | |
| Morgan Stanley | 0.00% | 74,759 | $3,302,669 | $3,835,705 | +$533,036 | +16.14% | |
| Private Advisory Group Llc | 0.22% | 71,931 | $3,177,732 | $3,690,607 | +$512,875 | +16.14% | |
| Royal Bank Of Canada | 0.00% | 63,079 | $2,787,000 | $3,236,432 | +$449,432 | +16.13% | |
| Independent Advisor Alliance | 0.02% | 51,104 | $2,257,647 | $2,622,024 | +$364,377 | +16.14% | |
| Bank Of America Corp | 0.00% | 46,152 | $2,038,884 | $2,367,948 | +$329,064 | +16.14% | |
| Truist Financial Corp | 0.00% | 33,845 | $1,820,029 | $1,736,506 | -$83,523 | -4.59% | |
| Rivertree Advisors, Llc | 0.91% | 28,735 | $1,545,227 | $1,474,324 | -$70,903 | -4.59% | |
| Kestra Advisory Services, Llc | 0.00% | 27,278 | $1,466,888 | $1,399,569 | -$67,319 | -4.59% | |
| Milestones Private Investment Advisors Llc | 1.16% | 27,164 | $1,460,747 | $1,393,720 | -$67,027 | -4.59% | |
| Cetera Investment Advisers | 0.00% | 32,850 | $1,451,229 | $1,685,455 | +$234,226 | +16.14% | |
| Plus Group Wealth Advisors Llc | 1.35% | 26,767 | $1,439,411 | $1,373,351 | -$66,060 | -4.59% | |
| D.A. Davidson & Co. | 0.01% | 26,753 | $1,438,645 | $1,372,632 | -$66,013 | -4.59% | |
| Cwm, Llc | 0.00% | 26,376 | $1,165,226 | $1,353,289 | +$188,063 | +16.14% | |
| Hershey Financial Advisers, Llc | 0.93% | 24,336 | $1,075,104 | $1,248,622 | +$173,518 | +16.14% | |
| Tidemark, Llc | 0.25% | 22,546 | $996,026 | $1,156,781 | +$160,755 | +16.14% | |
| Stifel Financial Corp | 0.00% | 18,816 | $831,244 | $965,404 | +$134,160 | +16.14% | |
| Envestnet Asset Management Inc | 0.00% | 14,679 | $789,352 | $753,144 | -$36,208 | -4.59% | |
| Onedigital Investment Advisors Llc | 0.01% | 15,021 | $663,603 | $770,691 | +$107,088 | +16.14% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 14,296 | $631,577 | $733,493 | +$101,916 | +16.14% | |
| Skyoak Wealth, Llc | 0.10% | 11,536 | $620,350 | $591,884 | -$28,466 | -4.59% | |
| Kovack Advisors, Inc. | 0.03% | 11,567 | $608,603 | $593,475 | -$15,128 | -2.49% | |
| Realta Investment Advisors | 0.16% | 9,844 | $529,379 | $505,072 | -$24,307 | -4.59% | |
| Cottonwood Capital Advisors, Llc | 0.30% | 9,304 | $500,323 | $477,366 | -$22,957 | -4.59% | |
| Horst & Graben Wealth Management Llc | 0.06% | 8,205 | $430,088 | $420,979 | -$9,109 | -2.12% | |
| Everett Harris & Co | 0.00% | 6,585 | $354,109 | $337,861 | -$16,248 | -4.59% | |
| Synergy Asset Management, Llc | 0.03% | 6,557 | $352,603 | $336,424 | -$16,179 | -4.59% | |
| Tsa Wealth Managment Llc | 0.10% | 6,310 | $339,321 | $323,751 | -$15,570 | -4.59% | |
| Concentrum Wealth Management | 0.10% | 7,545 | $333,318 | $387,116 | +$53,798 | +16.14% | |
| Prospera Financial Services Inc | 0.00% | 6,027 | $324,099 | $309,231 | -$14,868 | -4.59% | |
| American Financial Advisors, Llc | 0.04% | 5,940 | $319,435 | $304,767 | -$14,668 | -4.59% | |
| Elevation Capital Advisory, Llc | 0.11% | 5,260 | $282,855 | $269,878 | -$12,977 | -4.59% | |
| Wagner Wealth Management, Corp | 0.21% | 5,243 | $231,623 | $269,006 | +$37,383 | +16.14% | |
| City Center Advisors, Llc | 0.17% | 3,992 | $214,684 | $204,820 | -$9,864 | -4.59% | |
| International Assets Investment Management, Llc | 0.01% | 2,392 | $125,370 | $122,728 | -$2,642 | -2.11% | |
| Farther Finance Advisors, Llc | 0.00% | 1,529 | $82,204 | $78,449 | -$3,755 | -4.57% | |
| Advisory Services Network, Llc | 0.00% | 1,832 | $80,933 | $93,996 | +$13,063 | +16.14% | |
| Allworth Financial Lp | 0.00% | 1,700 | $75,102 | $87,223 | +$12,121 | +16.14% | |
| Harbor Investment Advisory, Llc | 0.00% | 850 | $45,709 | $43,611 | -$2,098 | -4.59% | |
| Western Wealth Management, Llc | 0.00% | 800 | $35,342 | $41,046 | +$5,704 | +16.14% | |
| Geneos Wealth Management Inc. | 0.00% | 650 | $28,717 | $33,350 | +$4,633 | +16.13% | |
| Rockefeller Capital Management L.P. | 0.00% | 517 | $22,846 | $26,526 | +$3,680 | +16.11% | |
| Nbc Securities, Inc. | 0.00% | 268 | $14,442 | $13,750 | -$692 | -4.79% | |
| Blair William & Co/Il | 0.00% | 295 | $13,032 | $15,136 | +$2,104 | +16.14% | |
| Marshall Investment Management, Llc | 0.00% | 203 | $8,959 | $10,415 | +$1,456 | +16.26% |
Frequently asked questions about FCVT
Who owns the most FCVT stock?
The largest holders of FCVT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST SSI STRATEGI ETF (FCVT).
Is FCVT widely held by superinvestors?
Many widely followed stocks like FCVT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FCVT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.