Freedom Wealth Alliance’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Freedom Wealth Alliance’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
2023 Q3	$216K	Buy	11,567 +1,121	+11%	+$21.6K	0.35%	38
2023 Q2	$204K	Buy	+10,446	New	+$199K	0.28%	58
2023 Q1	–	Sell	-8,165	Closed	-$158K	–	193
2022 Q4	$158K	Buy	+8,165	New	+$158K	0.22%	66

Other funds holding FCEF

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJA

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Freedom Wealth Alliance's FCEF Position: Q3 2023 in Review

Freedom Wealth Alliance increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 11% in Q3 2023, buying an estimated $21.6K and bringing the position to 11,567 shares worth $216K. The position accounts for 0.35% of the portfolio, ranked #38.

Freedom Wealth Alliance first reported a position in FCEF in Q4 2022 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold FCEF as of Q3 2023.

Freedom Wealth Alliance held 11,567 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $216K as of Q3 2023.
Freedom Wealth Alliance bought 1,121 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q3 2023, an estimated $21.6K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up 0.35% of Freedom Wealth Alliance's portfolio in Q3 2023, its #38 holding.
Freedom Wealth Alliance first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2022 and has held it in 3 quarters since.
22 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.