Concentrum Wealth Management
Position in FCVT — First Trust SSI Strategic Convertible Securities ETF
CIK 1765387
SAN JOSE, CA
All Filings in FCVT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-12-31 FCVT | $510,811 | 16,119 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 FCVT | $502,013 | 16,116 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 FCVT | $572,276 | 18,110 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 FCVT | $701,375 | 18,100 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 FCVT | $749,404 | 18,095 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 FCVT | $910,942 | 17,939 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 FCVT | $1,023,279 | 19,831 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 FCVT | $995,614 | 19,829 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 FCVT | $877,999 | 17,933 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 FCVT | $601,711 | 14,926 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 FCVT | $529,602 | 14,923 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 FCVT | $426,518 | 14,920 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||