Global Retirement Partners’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Global Retirement Partners’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	$21.6K	Buy	+900	New	+$21.2K	﹤0.01%	3010
2025 Q4	$20.7K	Hold	900	–	–	﹤0.01%	2858
2025 Q3	$20.6K	Hold	900	–	–	﹤0.01%	2382
2025 Q2	$20.2K	Buy	+900	New	+$19.2K	﹤0.01%	2286
2024 Q4	$19.4K	Hold	900	–	–	﹤0.01%	2103
2024 Q3	$20.1K	Sell	900 -500	-36%	-$10.8K	﹤0.01%	1995
2024 Q2	$29.5K	Hold	1,400	–	–	﹤0.01%	1799
2024 Q1	$29K	Hold	1,400	–	–	﹤0.01%	1651
2023 Q4	$27.6K	Hold	1,400	–	–	﹤0.01%	1604
2023 Q3	$25.5K	Hold	1,400	–	–	﹤0.01%	1553
2023 Q2	$27.1K	Sell	1,400 -300	-18%	-$5.73K	﹤0.01%	1542
2023 Q1	$32.4K	Hold	1,700	–	–	﹤0.01%	1433
2022 Q4	$32.8K	Buy	1,700 +300	+21%	+$5.82K	﹤0.01%	1265
2022 Q3	$27K	Buy	1,400 +500	+56%	+$10.3K	﹤0.01%	1258
2022 Q2	$18K	Hold	900	–	–	﹤0.01%	1390
2022 Q1	$19K	Hold	900	–	–	﹤0.01%	1364
2021 Q4	$23K	Buy	+900	New	+$22.7K	0.02%	116

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

Global Retirement Partners's FCEF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q2 2026: 900 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #3010 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FCEF as recently as Q4 2025.

Global Retirement Partners first reported a position in FCEF in Q4 2021 and has held it in 17 quarters since. The position peaked at $32.8K in Q4 2022. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

Global Retirement Partners held 900 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $21.6K as of Q2 2026.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF was a new Global Retirement Partners position in Q2 2026.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3010 holding.
Global Retirement Partners first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2021 and has held it in 17 quarters since.
Global Retirement Partners's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $32.8K in Q4 2022.
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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.