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

Intrua Financial’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
2024 Q4	–	Sell	-10,972	Closed	-$245K	–	372
2024 Q3	$245K	Sell	10,972 -2,972	-21%	-$64.2K	0.04%	333
2024 Q2	$293K	Sell	13,944 -762	-5%	-$15.7K	0.04%	309
2024 Q1	$305K	Buy	14,706 +3,294	+29%	+$66.2K	0.04%	317
2023 Q4	$226K	Buy	+11,412	New	+$214K	0.03%	367

Other funds holding FCEF

CIAS

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

PWS

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

BAWC

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

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

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

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Intrua Financial's FCEF Position: Q4 2024 in Review

Intrua Financial sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q4 2024, closing a stake of 10,972 shares — an estimated $245K sold.

Intrua Financial first reported a position in FCEF in Q4 2023 and held it in 4 quarters. The position peaked at $305K in Q1 2024. 23 funds tracked by Wall St. Rank hold FCEF as of Q4 2024.

Intrua Financial reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q4 2024 after selling out during the quarter.
Intrua Financial sold 10,972 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q4 2024, an estimated $245K.
Intrua Financial first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2023 and held it in 4 quarters.
Intrua Financial's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $305K in Q1 2024.
23 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q4 2024.

Based on Intrua Financial's 13F filing for Q4 2024, filed 28 May 2025.