BAWC
FCEF icon

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
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

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CIAS
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Raymond James Financial
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HI
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return