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

Atria Wealth Solutions’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	-9,860	Closed	-$220K	–	2008
2024 Q3	$220K	Sell	9,860 -303	-3%	-$6.54K	﹤0.01%	1726
2024 Q2	$214K	Hold	10,163	–	–	﹤0.01%	1727
2024 Q1	$211K	Sell	10,163 -348	-3%	-$6.99K	﹤0.01%	1796
2023 Q4	$208K	Sell	10,511 -4,951	-32%	-$92.8K	﹤0.01%	1752
2023 Q3	$288K	Buy	15,462 +4,430	+40%	+$85.5K	﹤0.01%	1440
2023 Q2	$213K	Buy	+11,032	New	+$211K	﹤0.01%	1652

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

Atria Wealth Solutions's FCEF Position: Q4 2024 in Review

Atria Wealth Solutions sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q4 2024, closing a stake of 9,860 shares — an estimated $220K sold.

Atria Wealth Solutions first reported a position in FCEF in Q2 2023 and held it in 6 quarters. The position peaked at $288K in Q3 2023. 23 funds tracked by Wall St. Rank hold FCEF as of Q4 2024.

Atria Wealth Solutions 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.
Atria Wealth Solutions sold 9,860 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q4 2024, an estimated $220K.
Atria Wealth Solutions first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q2 2023 and held it in 6 quarters.
Atria Wealth Solutions's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $288K in Q3 2023.
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 Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.