CUSIP 33739Q507SSI STRG ETFFCVTQ4 2025
9 filings · latest Jul 21, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Concurrent Investment Advisors, LLC | 347.2K | $14.94M |
| 2 | Lpl Financial LLC | 164.9K | $7.10M |
| 3 | Jane Street Group, LLC | 100.7K | $4.33M |
| 4 | Raymond James Financial Inc | 98.8K | $4.25M |
| 5 | Royal Bank Of Canada | 88.9K | $3.82M |
| 6 | Private Advisory Group LLC | 86.7K | $3.73M |
| 7 | Morgan Stanley | 85.6K | $3.69M |
| 8 | Proactive Wealth Strategies LLC | 43.0K | $1.85M |
| 9 |
| 4 | Jun 7, 2024 | First Trust Portfolios LP | 13G/A | 12.3% | 325.0K | SEC |
| 5 | Jan 19, 2024 | First Trust Portfolios LP | 13G/A | 19.8% | 612.9K | SEC |
| 6 | May 9, 2023 | First Trust Portfolios LP | 13G/A | 18.1% | 596.7K | SEC |
| 7 | Jan 27, 2023 | First Trust Portfolios LP | 13G/A | 11.2% | 501.8K | SEC |
| 8 | Dec 9, 2022 | First Trust Portfolios LP | 13G | 10.3% | 496.7K | SEC |
| 9 | Jan 13, 2020 | First Trust Portfolios LP | 13G | — | — | SEC |
| Kestra Advisory Services, LLC |
| 42.3K |
| $1.82M |
| 10 | Bank Of America Corp /De/ | 40.3K | $1.74M |