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

Arkadios Wealth Advisors’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
2024 Q4	–	Sell	-9,580	Closed	-$213K	–	964
2024 Q3	$213K	Buy	+9,580	New	+$207K	0.01%	822

Other funds holding FCEF

CIAS

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Arkadios Wealth Advisors's FCEF Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q4 2024, closing a stake of 9,580 shares — an estimated $213K sold.

Arkadios Wealth Advisors first reported a position in FCEF in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 23 funds tracked by Wall St. Rank hold FCEF as of Q4 2024.

Arkadios Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q4 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 9,580 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q4 2024, an estimated $213K.
Arkadios Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2024 and held it in 1 quarter.
Arkadios Wealth Advisors's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $213K in Q3 2024.
23 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.