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Benjamin F. Edwards & Company’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$53K Sell
2,511
-6
-0.2% -$123 ﹤0.01% 1311
2024
Q1 		$52K Buy
2,517
+94
+4% +$1.89K ﹤0.01% 1277
2023
Q4 		$48K Buy
2,423
+159
+7% +$2.98K ﹤0.01% 1264
2023
Q3 		$42K Sell
2,264
-971
-30% -$18.7K ﹤0.01% 1108
2023
Q2 		$63K Buy
3,235
+15
+0.5% +$286 ﹤0.01% 1027
2023
Q1 		$62K Buy
3,220
+212
+7% +$4.2K ﹤0.01% 1042
2022
Q4 		$58K Buy
3,008
+413
+16% +$8.01K ﹤0.01% 1043
2022
Q3 		$48K Sell
2,595
-249
-9% -$5.11K ﹤0.01% 1065
2022
Q2 		$56K Sell
2,844
-114
-4% -$2.44K ﹤0.01% 1007
2022
Q1 		$70K Buy
2,958
+459
+18% +$10.8K ﹤0.01% 950
2021
Q4 		$64K Buy
2,499
+31
+1% +$782 ﹤0.01% 984
2021
Q3 		$61K Buy
2,468
+181
+8% +$4.59K ﹤0.01% 979
2021
Q2 		$58K Sell
2,287
-62
-3% -$1.54K ﹤0.01% 983
2021
Q1 		$56K Sell
2,349
-1
-0% -$23 ﹤0.01% 970
2020
Q4 		$53K Sell
2,350
-4
-0.2% -$84 ﹤0.01% 958
2020
Q3 		$46K Sell
2,354
-488
-17% -$9.56K ﹤0.01% 916
2020
Q2 		$53K Sell
2,842
-1,860
-40% -$33.4K ﹤0.01% 875
2020
Q1 		$77K Buy
4,702
+2,207
+88% +$46.7K 0.01% 761
2019
Q4 		$57K Buy
2,495
+173
+7% +$3.87K ﹤0.01% 937
2019
Q3 		$52K Buy
2,322
+6
+0.3% +$132 ﹤0.01% 918
2019
Q2 		$51K Sell
2,316
-1,045
-31% -$22.6K ﹤0.01% 895
2019
Q1 		$72K Sell
3,361
-296,213
-99% -$6.15M 0.01% 765
2018
Q4 		$5.66M Buy
299,574
+296,431
+9,431% +$6.03M 0.59% 37
2018
Q3 		$69K Sell
3,143
-191
-6% -$4.21K 0.01% 770
2018
Q2 		$72K Buy
3,334
+281
+9% +$6.07K 0.01% 760
2018
Q1 		$65K Buy
3,053
+1,350
+79% +$29.5K 0.01% 782
2017
Q4 		$38K Buy
1,703
+14
+0.8% +$307 ﹤0.01% 865
2017
Q3 		$37K Buy
1,689
+302
+22% +$6.55K ﹤0.01% 836
2017
Q2 		$30K Buy
1,387
+4
+0.3% +$85 ﹤0.01% 821
2017
Q1 		$29K Buy
+1,383
New +$28.6K ﹤0.01% 788

Other funds holding FCEF

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

Benjamin F. Edwards & Company's FCEF Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 0.24% in Q2 2024, selling an estimated $123 and leaving 2,511 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Benjamin F. Edwards & Company first reported a position in FCEF in Q1 2017 and has held it in 30 quarters since. The position peaked at $5.66M in Q4 2018. 23 funds tracked by Wall St. Rank hold FCEF as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,511 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $53K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 6 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2024, an estimated $123.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1311 holding.
  • Benjamin F. Edwards & Company first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q1 2017 and has held it in 30 quarters since.
  • Benjamin F. Edwards & Company's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $5.66M in Q4 2018.
  • 23 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.