Harbour Investments’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Harbour Investments’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	$2.21M	Buy	98,049 +65,839	+204%	+$1.53M	0.03%	464
2025 Q4	$740K	Buy	32,210 +16,490	+105%	+$376K	0.02%	710
2025 Q3	$360K	Buy	15,720 +11,830	+304%	+$268K	0.01%	956
2025 Q2	$87.2K	Buy	3,890 +3,120	+405%	+$66.7K	﹤0.01%	1568
2025 Q1	$16.7K	Hold	770	–	–	﹤0.01%	2270
2024 Q4	$16.6K	Hold	770	–	–	﹤0.01%	2209
2024 Q3	$17.2K	Hold	770	–	–	﹤0.01%	2122
2024 Q2	$16.2K	Hold	770	–	–	﹤0.01%	2057
2024 Q1	$16K	Hold	770	–	–	﹤0.01%	2052
2023 Q4	$15.2K	Buy	+770	New	+$14.4K	﹤0.01%	1989
2021 Q4	–	Sell	-800	Closed	-$20K	–	2973
2021 Q3	$20K	Buy	+800	New	+$20.3K	﹤0.01%	2300

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 $1.62B AUM 27.01% 1-Year Est. Return

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

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Harbour Investments's FCEF Position: Q1 2026 in Review

Harbour Investments increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 204% in Q1 2026, buying an estimated $1.53M and bringing the position to 98,049 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #464.

Harbour Investments first reported a position in FCEF in Q3 2021 and has held it in 11 quarters since. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

Harbour Investments held 98,049 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $2.21M as of Q1 2026.
Harbour Investments bought 65,839 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2026, an estimated $1.53M.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up 0.03% of Harbour Investments's portfolio in Q1 2026, its #464 holding.
Harbour Investments first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2021 and has held it in 11 quarters since.
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 Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.