Envestnet Asset Management’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Envestnet Asset Management’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	$742K	Buy	30,845 +9,995	+48%	+$235K	﹤0.01%	3821
2026 Q1	$469K	Buy	20,850 +8,911	+75%	+$207K	﹤0.01%	3977
2025 Q4	$274K	Buy	11,939 +203	+2%	+$4.63K	﹤0.01%	4099
2025 Q3	$269K	Buy	11,736 +324	+3%	+$7.33K	﹤0.01%	4152
2025 Q2	$256K	Buy	+11,412	New	+$244K	﹤0.01%	4107
2023 Q3	–	Sell	-11,111	Closed	-$215K	–	4059
2023 Q2	$215K	Buy	+11,111	New	+$212K	﹤0.01%	3665
2023 Q1	–	Sell	-10,521	Closed	-$203K	–	4015
2022 Q4	$203K	Buy	+10,521	New	+$204K	﹤0.01%	3658
2022 Q3	–	Sell	-11,920	Closed	-$235K	–	3948
2022 Q2	$235K	Buy	11,920 +424	+4%	+$9.06K	﹤0.01%	3497
2022 Q1	$271K	Buy	11,496 +3,001	+35%	+$70.7K	﹤0.01%	3507
2021 Q4	$218K	Buy	+8,495	New	+$214K	﹤0.01%	3608

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

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's FCEF Position: Q2 2026 in Review

Envestnet Asset Management increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 48% in Q2 2026, buying an estimated $235K and bringing the position to 30,845 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

Envestnet Asset Management first reported a position in FCEF in Q4 2021 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

Envestnet Asset Management held 30,845 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $742K as of Q2 2026.
Envestnet Asset Management bought 9,995 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $235K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3821 holding.
Envestnet Asset Management first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2021 and has held it in 10 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.