Cambridge Investment Research Advisors’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Cambridge Investment Research Advisors’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	$1.35M	Buy	56,293 +432	+0.8%	+$10.2K	﹤0.01%	2016
2026 Q1	$1.26M	Sell	55,861 -19,994	-26%	-$464K	﹤0.01%	1968
2025 Q4	$1.74M	Sell	75,855 -19,853	-21%	-$452K	﹤0.01%	1655
2025 Q3	$2.19M	Buy	95,708 +2,139	+2%	+$48.4K	0.01%	1436
2025 Q2	$2.1M	Buy	93,569 +156	+0.2%	+$3.33K	0.01%	1397
2025 Q1	$2.03M	Buy	93,413 +14,185	+18%	+$311K	0.01%	1333
2024 Q4	$1.71M	Buy	79,228 +9,107	+13%	+$201K	0.01%	1470
2024 Q3	$1.56M	Buy	70,121 +2,850	+4%	+$61.5K	0.01%	1543
2024 Q2	$1.42M	Buy	67,271 +7,611	+13%	+$157K	0.01%	1532
2024 Q1	$1.24M	Buy	+59,660	New	+$1.2M	﹤0.01%	1591
2023 Q2	–	Sell	-14,095	Closed	-$272K	–	3211
2023 Q1	$272K	Buy	14,095 +156	+1%	+$3.09K	﹤0.01%	2571
2022 Q4	$269K	Buy	13,939 +1,258	+10%	+$24.4K	﹤0.01%	2519
2022 Q3	$234K	Buy	12,681 +965	+8%	+$19.8K	﹤0.01%	2581
2022 Q2	$231K	Buy	11,716 +89	+0.8%	+$1.9K	﹤0.01%	2594
2022 Q1	$274K	Sell	11,627 -3,133	-21%	-$73.8K	﹤0.01%	2615
2021 Q4	$378K	Buy	14,760 +822	+6%	+$20.7K	﹤0.01%	2330
2021 Q3	$345K	Buy	13,938 +3,962	+40%	+$101K	﹤0.01%	2345
2021 Q2	$254K	Buy	+9,976	New	+$248K	﹤0.01%	2598

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

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 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

Cambridge Investment Research Advisors's FCEF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 0.77% in Q2 2026, buying an estimated $10.2K and bringing the position to 56,293 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Cambridge Investment Research Advisors first reported a position in FCEF in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.19M in Q3 2025. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

Cambridge Investment Research Advisors held 56,293 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $1.35M as of Q2 2026.
Cambridge Investment Research Advisors bought 432 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $10.2K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2016 holding.
Cambridge Investment Research Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q2 2021 and has held it in 18 quarters since.
Cambridge Investment Research Advisors's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $2.19M in Q3 2025.
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 Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.