Boyce & Associates Wealth Consulting’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Boyce & Associates Wealth Consulting’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
2026 Q3	$428K	Sell	18,795 -69,577	-79%	-$1.65M	0.26%	53
2026 Q2	$2.13M	Buy	88,372 +4,241	+5%	+$99.9K	1.47%	18
2026 Q1	$1.89M	Buy	84,131 +23,445	+39%	+$545K	1.43%	18
2025 Q4	$1.39M	Buy	60,686 +682	+1%	+$15.5K	1.17%	22
2025 Q3	$1.37M	Buy	60,004 +21,490	+56%	+$486K	1.12%	22
2025 Q2	$864K	Buy	38,514 +9,104	+31%	+$195K	0.79%	27
2025 Q1	$638K	Buy	29,410 +4,312	+17%	+$94.5K	0.64%	32
2024 Q4	$542K	Buy	25,098 +10,826	+76%	+$239K	0.55%	37
2024 Q3	$318K	Buy	14,272 +1,449	+11%	+$31.3K	0.33%	50
2024 Q2	$270K	Buy	+12,823	New	+$264K	0.32%	54

Other funds holding FCEF

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FCEF Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting reduced its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 79% in Q3 2026, selling an estimated $1.65M and leaving 18,795 shares worth $428K. The position accounts for 0.26% of the portfolio, ranked #53.

Boyce & Associates Wealth Consulting first reported a position in FCEF in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.13M in Q2 2026. 2 funds tracked by Wall St. Rank hold FCEF as of Q3 2026.

Boyce & Associates Wealth Consulting held 18,795 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $428K as of Q3 2026.
Boyce & Associates Wealth Consulting sold 69,577 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q3 2026, an estimated $1.65M.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up 0.26% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #53 holding.
Boyce & Associates Wealth Consulting first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q2 2024 and has held it in 10 quarters since.
Boyce & Associates Wealth Consulting's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $2.13M in Q2 2026.
2 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.