Atria Wealth Solutions’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,860
| Closed | -$220K | – | 1978 |
|
|
2024
Q3 | $220K | Sell |
9,860
-303
| -3% | -$6.75K | ﹤0.01% | 1709 |
|
|
2024
Q2 | $214K | Hold |
10,163
| – | – | ﹤0.01% | 1704 |
|
|
2024
Q1 | $211K | Sell |
10,163
-348
| -3% | -$7.21K | ﹤0.01% | 1782 |
|
|
2023
Q4 | $208K | Sell |
10,511
-4,951
| -32% | -$97.9K | ﹤0.01% | 1740 |
|
|
2023
Q3 | $288K | Buy |
15,462
+4,430
| +40% | +$82.6K | ﹤0.01% | 1433 |
|
|
2023
Q2 | $213K | Buy |
+11,032
| New | +$213K | ﹤0.01% | 1645 |
|