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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FCEF Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 5% in Q2 2026, buying an estimated $99.9K and bringing the position to 88,372 shares worth $2.13M. The position accounts for 1.47% of the portfolio, ranked #18.

Boyce & Associates Wealth Consulting first reported a position in FCEF in Q2 2024 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

Boyce & Associates Wealth Consulting held 88,372 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $2.13M as of Q2 2026.
Boyce & Associates Wealth Consulting bought 4,241 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $99.9K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up 1.47% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #18 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 9 quarters since.
32 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.