Envestnet Asset Management
FCEF icon

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% 3818
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

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 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 #3818.

Envestnet Asset Management first reported a position in FCEF in Q4 2021 and has held it in 10 quarters since. 13 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 #3818 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.
  • 13 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.