Financial Advocates Investment Management’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Financial Advocates Investment 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
2018 Q4	–	Sell	-11,643	Closed	-$256K	–	447
2018 Q3	$256K	Buy	+11,643	New	+$257K	0.03%	425
2018 Q1	–	Sell	-10,349	Closed	-$228K	–	499
2017 Q4	$228K	Buy	+10,349	New	+$227K	0.03%	421

Other funds holding FCEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Financial Advocates Investment Management's FCEF Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q4 2018, closing a stake of 11,643 shares — an estimated $256K sold.

Financial Advocates Investment Management first reported a position in FCEF in Q4 2017 and held it in 2 quarters. The position peaked at $256K in Q3 2018. 17 funds tracked by Wall St. Rank hold FCEF as of Q4 2018.

Financial Advocates Investment Management reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q4 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 11,643 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q4 2018, an estimated $256K.
Financial Advocates Investment Management first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2017 and held it in 2 quarters.
Financial Advocates Investment Management's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $256K in Q3 2018.
17 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.