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

IFC Holdings’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 Q1	–	Sell	-58,067	Closed	-$1.28M	–	110
2017 Q4	$1.28M	Sell	58,067 -3,767	-6%	-$82.7K	0.09%	160
2017 Q3	$1.36M	Sell	61,834 -7,074	-10%	-$154K	0.09%	154
2017 Q2	$1.48M	Buy	68,908 +52,456	+319%	+$1.12M	0.11%	134
2017 Q1	$344K	Buy	+16,452	New	+$340K	0.03%	318

Other funds holding FCEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

BFEC

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IFC Holdings's FCEF Position: Q1 2018 in Review

IFC Holdings sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q1 2018, closing a stake of 58,067 shares — an estimated $1.28M sold.

IFC Holdings first reported a position in FCEF in Q1 2017 and held it in 4 quarters. The position peaked at $1.48M in Q2 2017. 15 funds tracked by Wall St. Rank hold FCEF as of Q1 2018.

IFC Holdings reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 58,067 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2018, an estimated $1.28M.
IFC Holdings first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q1 2017 and held it in 4 quarters.
IFC Holdings's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $1.48M in Q2 2017.
15 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.