Flagship Harbor Advisors’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Flagship Harbor Advisors’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 Q1	–	Sell	-5	Closed	-$115	–	1189
2025 Q4	$115	Buy	+5	New	+$114	﹤0.01%	2226

Other funds holding FCEF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $132M AUM 16.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Flagship Harbor Advisors's FCEF Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q1 2026, closing a stake of 5 shares — an estimated $115 sold.

Flagship Harbor Advisors first reported a position in FCEF in Q4 2025 and held it in 1 quarter. The position peaked at $115 in Q4 2025. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

Flagship Harbor Advisors reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 5 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2026, an estimated $115.
Flagship Harbor Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2025 and held it in 1 quarter.
Flagship Harbor Advisors's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $115 in Q4 2025.
34 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.