First Trust SSI Strategic Convertible Securities ETF FCVT

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FCVT

Will FCVT outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

First Trust SSI Strategic Convertible Manager Change; Ratings Unchanged.

null Zach Houston-Read

Zach Houston-Read

Analyst Note

A planned leadership transition at SSI does not alter this strategy's day-to-day management, and the fund retains its Average People rating.

Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FCVT

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc PRF PERPETUAL USD 1000 - 1/20th Int Ser A

4.06 3M
Communication Services

Morgan Stanley Finance LLC. 0.125%

2.67 2M
Corporate

Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A

2.58 2M
Industrials

Live Nation Entertainment, Inc. 2.875%

2.57 2M
Corporate

Hewlett Packard Enterprise Co 7.625% PRF CONVERT 01/09/2027 USD 50 - Ser C

2.19 2M
Technology

Alphabet Inc PRF PERPETUAL USD 1000 - 1/20th Int Ser B

2.11 2M
Communication Services

Morgan Stanley Finance LLC. 0.125%

2.08 2M
Corporate

Snowflake Inc 0%

1.95 2M
Corporate

Akamai Technologies, Inc. 0.25%

1.91 2M
Corporate

Welltower OP LLC 2.75%

1.83 1M
Corporate

Sponsor Center