Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / First Trust SSI Strategic Convertible Securities ETF
-
Shares outstanding
-
2,300,479
-
Total 13F shares
-
1,492,617
-
Share change
-
+198,114
-
Total reported value
-
$54,918,138
-
Price per share
-
$36.79
-
Number of holders
-
49
-
Value change
-
+$8,450,591
-
Number of buys
-
20
-
Number of sells
-
18
Institutional Holders of First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF (FCVT) as of Q4 2024
As of 31 Dec 2024,
First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF (FCVT) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,492,617 shares.
The largest 10 holders included
RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, OSAIC HOLDINGS, INC., Concurrent Investment Advisors, LLC, MORGAN STANLEY, Independent Advisor Alliance, Royal Bank of Canada, BANK OF AMERICA CORP /DE/, CWM, LLC, and Proactive Wealth Strategies LLC.
This page lists
49
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.