Commonwealth Equity Services’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Commonwealth Equity 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	$2.16M	Buy	89,823 +9,187	+11%	+$216K	﹤0.01%	2042
2026 Q1	$1.81M	Buy	80,636 +23,848	+42%	+$554K	﹤0.01%	2091
2025 Q4	$1.3M	Buy	56,788 +21,030	+59%	+$479K	﹤0.01%	2362
2025 Q3	$818K	Buy	35,758 +15,687	+78%	+$355K	﹤0.01%	2751
2025 Q2	$450K	Buy	20,071 +1,311	+7%	+$28K	﹤0.01%	3236
2025 Q1	$407K	Sell	18,760 -266	-1%	-$5.83K	﹤0.01%	3208
2024 Q4	$411K	Buy	19,026 +9,888	+108%	+$218K	﹤0.01%	3135
2024 Q3	$204K	Buy	+9,138	New	+$197K	﹤0.01%	3680
2023 Q4	–	Sell	-14,289	Closed	-$266K	–	3942
2023 Q3	$266K	Sell	14,289 -1,409	-9%	-$27.2K	﹤0.01%	3134
2023 Q2	$304K	Buy	15,698 +4,976	+46%	+$95K	﹤0.01%	3050
2023 Q1	$207K	Sell	10,722 -325	-3%	-$6.44K	﹤0.01%	3282
2022 Q4	$213K	Sell	11,047 -1,747	-14%	-$33.9K	﹤0.01%	3165
2022 Q3	$236K	Buy	12,794 +576	+5%	+$11.8K	﹤0.01%	3028
2022 Q2	$241K	Hold	12,218	–	–	﹤0.01%	3029
2022 Q1	$287K	Buy	12,218 +1,219	+11%	+$28.7K	﹤0.01%	3012
2021 Q4	$281K	Buy	10,999 +2,232	+25%	+$56.3K	﹤0.01%	3030
2021 Q3	$216K	Buy	+8,767	New	+$222K	﹤0.01%	3211

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

BAWC

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

Commonwealth Equity Services's FCEF Position: Q2 2026 in Review

Commonwealth Equity Services increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 11% in Q2 2026, buying an estimated $216K and bringing the position to 89,823 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Commonwealth Equity Services first reported a position in FCEF in Q3 2021 and has held it in 17 quarters since. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

Commonwealth Equity Services held 89,823 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $2.16M as of Q2 2026.
Commonwealth Equity Services bought 9,187 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $216K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2042 holding.
Commonwealth Equity Services first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2021 and has held it in 17 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.