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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $132M AUM 16.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's FCEF Position: Q1 2026 in Review

AE Wealth Management held its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) position steady in Q1 2026 at 635 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

AE Wealth Management first reported a position in FCEF in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.6K in Q4 2025. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

  • AE Wealth Management held 635 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $14.3K as of Q1 2026.
  • AE Wealth Management left its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF share count unchanged in Q1 2026.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2208 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 4 quarters since.
  • AE Wealth Management's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $14.6K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.