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

BlackDiamond Wealth Management’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 Q2	–	Sell	-8,819	Closed	-$208K	–	115
2022 Q1	$208K	Sell	8,819 -102	-1%	-$2.4K	0.25%	104
2021 Q4	$229K	Buy	+8,921	New	+$225K	0.26%	101

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BlackDiamond Wealth Management's FCEF Position: Q2 2022 in Review

BlackDiamond Wealth Management sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q2 2022, closing a stake of 8,819 shares — an estimated $208K sold.

BlackDiamond Wealth Management first reported a position in FCEF in Q4 2021 and held it in 2 quarters. The position peaked at $229K in Q4 2021. 26 funds tracked by Wall St. Rank hold FCEF as of Q2 2022.

BlackDiamond Wealth Management reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q2 2022 after selling out during the quarter.
BlackDiamond Wealth Management sold 8,819 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2022, an estimated $208K.
BlackDiamond Wealth Management first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2021 and held it in 2 quarters.
BlackDiamond Wealth Management's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $229K in Q4 2021.
26 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q2 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.