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Capital Investment Advisory Services’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Capital Investment Advisory Services’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 		$11.5M Buy
476,813
+6,836
+1% +$161K 0.71% 24
2026
Q1 		$10.6M Buy
469,977
+12,615
+3% +$293K 0.77% 24
2025
Q4 		$10.5M Buy
457,362
+12,463
+3% +$284K 0.74% 26
2025
Q3 		$10.2M Buy
444,899
+5,843
+1% +$132K 0.81% 22
2025
Q2 		$9.85M Buy
439,056
+1,167
+0.3% +$24.9K 0.81% 22
2025
Q1 		$9.5M Sell
437,889
-3,032
-0.7% -$66.5K 0.85% 21
2024
Q4 		$9.53M Sell
440,921
-8,213
-2% -$181K 0.92% 21
2024
Q3 		$10M Buy
449,134
+20,583
+5% +$444K 0.95% 19
2024
Q2 		$9.02M Buy
428,551
+17,627
+4% +$363K 0.93% 21
2024
Q1 		$8.51M Buy
410,924
+29,603
+8% +$595K 0.91% 18
2023
Q4 		$7.54M Buy
381,321
+29,837
+8% +$559K 0.7% 25
2023
Q3 		$6.55M Sell
351,484
-9,322
-3% -$180K 0.64% 23
2023
Q2 		$6.98M Buy
360,806
+8,581
+2% +$164K 0.69% 22
2023
Q1 		$6.81M Buy
352,225
+23,093
+7% +$458K 0.8% 21
2022
Q4 		$6.36M Buy
329,132
+14,378
+5% +$279K 0.75% 24
2022
Q3 		$5.82M Buy
314,754
+13,164
+4% +$270K 0.75% 24
2022
Q2 		$5.96M Buy
301,590
+12,442
+4% +$266K 0.72% 24
2022
Q1 		$6.81M Buy
289,148
+22,180
+8% +$523K 0.74% 20
2021
Q4 		$6.84M Buy
266,968
+7,935
+3% +$200K 0.81% 20
2021
Q3 		$6.41M Buy
259,033
+6,655
+3% +$169K 0.81% 20
2021
Q2 		$6.43M Buy
252,378
+21,532
+9% +$535K 0.81% 22
2021
Q1 		$5.51M Buy
230,846
+18,455
+9% +$428K 0.78% 25
2020
Q4 		$4.79M Buy
212,391
+12,595
+6% +$264K 0.71% 28
2020
Q3 		$3.93M Buy
199,796
+23,469
+13% +$460K 0.74% 23
2020
Q2 		$3.32M Buy
176,327
+44,032
+33% +$791K 0.67% 29
2020
Q1 		$2.17M Buy
132,295
+18,960
+17% +$401K 0.53% 38
2019
Q4 		$2.6M Buy
113,335
+9,375
+9% +$210K 0.7% 28
2019
Q3 		$2.31M Buy
103,960
+9,350
+10% +$206K 0.64% 27
2019
Q2 		$2.1M Buy
94,610
+48,395
+105% +$1.05M 0.64% 28
2019
Q1 		$989K Buy
46,215
+45,535
+6,696% +$946K 0.37% 50
2018
Q4 		$13K Buy
+680
New +$13.8K 0.01% 743

Other funds holding FCEF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Investment Advisory Services's FCEF Position: Q2 2026 in Review

Capital Investment Advisory Services increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 1.5% in Q2 2026, buying an estimated $161K and bringing the position to 476,813 shares worth $11.5M. The position accounts for 0.71% of the portfolio, ranked #24.

Capital Investment Advisory Services first reported a position in FCEF in Q4 2018 and has held it in 31 quarters since. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

  • Capital Investment Advisory Services held 476,813 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $11.5M as of Q2 2026.
  • Capital Investment Advisory Services bought 6,836 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $161K.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up 0.71% of Capital Investment Advisory Services's portfolio in Q2 2026, its #24 holding.
  • Capital Investment Advisory Services first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2018 and has held it in 31 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 Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.