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

Integrated Wealth Concepts’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	$425K	Buy	17,684 +4,386	+33%	+$103K	﹤0.01%	1762
2026 Q1	$299K	Buy	+13,298	New	+$309K	﹤0.01%	1860

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

Integrated Wealth Concepts's FCEF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 33% in Q2 2026, buying an estimated $103K and bringing the position to 17,684 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Integrated Wealth Concepts first reported a position in FCEF in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

Integrated Wealth Concepts held 17,684 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $425K as of Q2 2026.
Integrated Wealth Concepts bought 4,386 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $103K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1762 holding.
Integrated Wealth Concepts first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.