| Fidelity Convertible Securities | Convertible | Fund | 4.7% | -2.0% | 19.0% | 13.5% | Pos | Buy | X | 5.52 | 2.40 | 0.84 | 10.83% |
| Fidelity Advisor Convertible Secs A | Convertible | Fund | 4.7% | -2.0% | 18.7% | 13.1% | Pos | Buy | X | 5.45 | 2.22 | 0.84 | 10.42% |
| Franklin Convertible Securities A | Convertible | Fund | 3.0% | 1.1% | 13.9% | 10.5% | Pos | Buy | X | 5.30 | 2.42 | 0.79 | 71.07% |
| iShares Convertible Bond ETF | Convertible | ETF | 4.7% | -3.3% | 18.1% | 12.7% | Pos | Buy | X | 5.27 | 2.55 | 0.88 | -4.60% |
| Calamos Global Convertible Fund Class I | Convertible | Fund | 2.8% | -2.7% | 17.6% | 15.6% | Pos | Buy | X | 5.21 | 0.92 | 0.70 | -22.70% |
| Calamos Global Convertible Fund Class A | Convertible | Fund | 2.8% | -2.7% | 17.4% | 15.4% | Pos | Buy | X | 5.18 | 0.94 | 0.70 | -22.16% |
| Fidelity Advisor Convertible Securities Fund: Class Z | Convertible | Fund | 4.7% | -1.9% | 19.1% | 13.6% | Pos | Buy | X | 5.11 | 1.75 | 0.84 | 11.00% |
| Lord Abbett Convertible A | Convertible | Fund | 4.4% | -1.9% | 22.6% | 18.4% | Pos | Sell | X | 4.84 | 0.63 | 0.83 | 24.62% |
| Columbia Convertible Securities A | Convertible | Fund | 4.7% | -1.8% | 19.9% | 15.5% | Pos | Sell | X | 4.71 | 1.74 | 0.89 | 14.68% |
| Calamos Convertible A | Convertible | Fund | 4.8% | -2.1% | 20.1% | 15.1% | Pos | Sell | X | 4.69 | 1.84 | 0.89 | 12.38% |
| AllianzGI Convertible A | Convertible | Fund | 4.2% | -0.9% | 23.1% | 17.7% | Pos | Sell | X | 4.69 | -0.28 | 0.92 | 34.54% |
| Harbor Convertible Securities Fund Investor Class | Convertible | Fund | 4.5% | -1.2% | 20.2% | 14.7% | Pos | Sell | X | 4.44 | -0.36 | 0.86 | 26.50% |
| Gabelli Global Rising Income and Div AAA | Convertible | Fund | 2.3% | 0.9% | 20.6% | 16.3% | Pos | Sell | X | 4.36 | -0.56 | 1.00 | 29.57% |
| First Trust SSI Strategic Convertible Securities ETF TR | Convertible | ETF | 4.9% | -2.4% | 20.7% | 15.9% | Pos | Sell | X | 4.10 | 2.25 | 0.98 | 4.05% |
| First Trust SSI Strategic Convertible Securities ETF | Convertible | ETF | 4.9% | -2.5% | 18.1% | 13.4% | Pos | Sell | X | 4.10 | 2.25 | 0.97 | 2.24% |
| State Street SPDR Bloomberg Convertible Securities ETF | Convertible | ETF | 4.4% | -3.3% | 16.3% | 11.0% | Pos | Sell | X | 3.97 | 0.97 | 0.87 | -6.73% |
| State Street SPDR Bloomberg Convertible Securities ETF TR | Convertible | ETF | 4.4% | -3.1% | 18.0% | 13.3% | Pos | Sell | X | 3.97 | 0.97 | 0.86 | -5.71% |
| Putnam Convertible Securities A | Convertible | Fund | 4.1% | -2.8% | 12.6% | 8.2% | Pos | Sell | X | 3.92 | 0.58 | 0.79 | -4.51% |
| Invesco Convertible Securities A | Convertible | Fund | 4.8% | -2.7% | 16.8% | 13.1% | Pos | Sell | X | 3.90 | -0.65 | 0.77 | 1.83% |
| MainStay Convertible Fund Class A | Convertible | Fund | 3.2% | 0.7% | 14.4% | 10.6% | Pos | Sell | O | 3.40 | 0.64 | 0.69 | 55.60% |
| Absolute Convertible Arbitrage Fund - Institutional Class | Convertible | Fund | 0.3% | 0.2% | 7.8% | 7.9% | Pos | Sell | O | 3.15 | 0.34 | 0.10 | 127.92% |
| Victory INCORE Investment Grade Convertible Fund | Convertible | Fund | 1.7% | 1.4% | 6.3% | 2.8% | Pos | Sell | O | 2.88 | -0.57 | 0.49 | 49.07% |
| Miller Convertible Bond A | Convertible | Fund | 1.2% | 0.7% | 2.4% | -0.2% | Pos | Sell | O | 2.70 | 0.31 | 0.50 | 60.49% |
| Dunham Appreciation & Income Fund Class N | Convertible | Fund | 0.1% | -0.2% | 3.2% | 3.6% | Pos | Sell | O | 2.66 | -0.22 | 0.18 | 15.27% |
| Miller Convertible Bond Fund | Convertible | Fund | 1.3% | 0.6% | 2.2% | -0.3% | Pos | Sell | O | 2.37 | 0.25 | 0.49 | 58.31% |
| Rational/Pier 88 Convertible Securities Fund Class A | Convertible | Fund | 2.0% | 0.5% | 2.8% | -1.2% | Pos | Sell | O | 2.27 | -0.53 | 0.50 | 34.45% |
