AE Wealth Management’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

AE Wealth Management’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	$15.3K	Hold	635	–	–	﹤0.01%	2311
2026 Q1	$14.3K	Hold	635	–	–	﹤0.01%	2208
2025 Q4	$14.6K	Hold	635	–	–	﹤0.01%	2085
2025 Q3	$14.5K	Hold	635	–	–	﹤0.01%	1947
2025 Q2	$14.2K	Buy	+635	New	+$13.6K	﹤0.01%	1826

Other funds holding FCEF

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's FCEF Position: Q2 2026 in Review

AE Wealth Management held its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) position steady in Q2 2026 at 635 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

AE Wealth Management first reported a position in FCEF in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

AE Wealth Management held 635 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $15.3K as of Q2 2026.
AE Wealth Management left its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2311 holding.
AE Wealth Management first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
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 AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.