Advisor Group’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Advisor Group’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
2019 Q4	$89K	Hold	3,900	–	–	﹤0.01%	3022
2019 Q3	$87K	Sell	3,900 -600	-13%	-$13.2K	﹤0.01%	2988
2019 Q2	$98K	Hold	4,500	–	–	﹤0.01%	2874
2019 Q1	$97K	Hold	4,500	–	–	﹤0.01%	2889
2018 Q4	$85K	Hold	4,500	–	–	﹤0.01%	2766
2018 Q3	$99K	Buy	4,500 +1,800	+67%	+$39.7K	﹤0.01%	2760
2018 Q2	$58K	Hold	2,700	–	–	﹤0.01%	2964
2018 Q1	$58K	Hold	2,700	–	–	﹤0.01%	2944
2017 Q4	$59K	Hold	2,700	–	–	﹤0.01%	2954
2017 Q3	$60K	Hold	2,700	–	–	﹤0.01%	2801
2017 Q2	$58K	Buy	2,700 +1,800	+200%	+$38.4K	﹤0.01%	2723
2017 Q1	$19K	Buy	+900	New	+$18.6K	﹤0.01%	3388

Other funds holding FCEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group's FCEF Position: Q4 2019 in Review

Advisor Group held its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) position steady in Q4 2019 at 3,900 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #3022.

Advisor Group first reported a position in FCEF in Q1 2017 and has held it in 12 quarters since. The position peaked at $99K in Q3 2018. 20 funds tracked by Wall St. Rank hold FCEF as of Q4 2019.

Advisor Group held 3,900 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $89K as of Q4 2019.
Advisor Group left its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF share count unchanged in Q4 2019.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3022 holding.
Advisor Group first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q1 2017 and has held it in 12 quarters since.
Advisor Group's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $99K in Q3 2018.
20 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.