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Action Point Financial Planning’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Action Point Financial Planning’s Portfolio FCEF Stock Details FCEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.2K Buy
+840
New +$19.8K ﹤0.01% 1126

Other funds holding FCEF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Action Point Financial Planning's FCEF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q2 2026: 840 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings.

32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

  • Action Point Financial Planning held 840 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $20.2K as of Q2 2026.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1126 holding.
  • 32 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.