Bank of America
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Bank of America’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Bank of America’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
2022
Q4 		– Sell
-269
Closed -$5K – 8275
2022
Q3 		$5K Buy
+269
New +$5.52K ﹤0.01% 7393
2020
Q2 		– Sell
-6,960
Closed -$114K – 6918
2020
Q1 		$114K Sell
6,960
-499,959
-99% -$10.6M ﹤0.01% 5436
2019
Q4 		$11.6M Buy
506,919
+8,298
+2% +$186K ﹤0.01% 2407
2019
Q3 		$11.1M Buy
498,621
+5,625
+1% +$124K ﹤0.01% 2399
2019
Q2 		$10.8M Sell
492,996
-1,094
-0.2% -$23.6K ﹤0.01% 2477
2019
Q1 		$10.6M Sell
494,090
-37,227
-7% -$773K ﹤0.01% 2435
2018
Q4 		$10M Sell
531,317
-22,208
-4% -$452K ﹤0.01% 2302
2018
Q3 		$12.2M Buy
553,525
+24,264
+5% +$535K ﹤0.01% 2288
2018
Q2 		$11.5M Sell
529,261
-2,582
-0.5% -$55.8K ﹤0.01% 2323
2018
Q1 		$11.4M Sell
531,843
-285,456
-35% -$6.23M ﹤0.01% 2281
2017
Q4 		$18M Sell
817,299
-59,025
-7% -$1.3M ﹤0.01% 1902
2017
Q3 		$19.3M Sell
876,324
-10,962
-1% -$238K ﹤0.01% 1903
2017
Q2 		$19M Buy
887,286
+274,539
+45% +$5.85M ﹤0.01% 1790
2017
Q1 		$12.8M Sell
612,747
-31,122
-5% -$643K ﹤0.01% 2159
2016
Q4 		$12.9M Buy
+643,869
New +$12.7M ﹤0.01% 2077

Other funds holding FCEF

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America's FCEF Position: Q4 2022 in Review

Bank of America sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q4 2022, closing a stake of 269 shares — an estimated $5K sold.

Bank of America first reported a position in FCEF in Q4 2016 and held it in 15 quarters. The position peaked at $19.3M in Q3 2017. 25 funds tracked by Wall St. Rank hold FCEF as of Q4 2022.

  • Bank of America reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q4 2022 after selling out during the quarter.
  • Bank of America sold 269 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q4 2022, an estimated $5K.
  • Bank of America first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2016 and held it in 15 quarters.
  • Bank of America's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $19.3M in Q3 2017.
  • 25 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q4 2022.

Based on Bank of America's 13F filing for Q4 2022, filed 10 Feb 2023.