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

Jeff Yass’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	$623K	Buy	25,924 +7,327	+39%	+$173K	﹤0.01%	9386
2026 Q1	$419K	Sell	18,597 -15,035	-45%	-$349K	﹤0.01%	10102
2025 Q4	$773K	Buy	33,632 +8,442	+34%	+$192K	﹤0.01%	7774
2025 Q3	$576K	Sell	25,190 -1,055	-4%	-$23.9K	﹤0.01%	8646
2025 Q2	$589K	Buy	+26,245	New	+$561K	﹤0.01%	8804
2025 Q1	–	Sell	-21,881	Closed	-$473K	–	12751
2024 Q4	$473K	Buy	21,881 +4,691	+27%	+$104K	﹤0.01%	8808
2024 Q3	$383K	Sell	17,190 -7,348	-30%	-$159K	﹤0.01%	9087
2024 Q2	$516K	Buy	+24,538	New	+$505K	﹤0.01%	8183
2024 Q1	–	Sell	-19,851	Closed	-$393K	–	12497
2023 Q4	$393K	Sell	19,851 -23,939	-55%	-$449K	﹤0.01%	9236
2023 Q3	$816K	Buy	43,790 +817	+2%	+$15.8K	﹤0.01%	7106
2023 Q2	$831K	Buy	+42,973	New	+$821K	﹤0.01%	7122
2022 Q3	–	Sell	-34,190	Closed	-$675K	–	13442
2022 Q2	$675K	Buy	34,190 +10,208	+43%	+$218K	﹤0.01%	7520
2022 Q1	$565K	Sell	23,982 -12,985	-35%	-$306K	﹤0.01%	8668
2021 Q4	$951K	Buy	+36,967	New	+$932K	﹤0.01%	7431
2021 Q3	–	Sell	-29,328	Closed	-$747K	–	12945
2021 Q2	$747K	Buy	29,328 +17,375	+145%	+$431K	﹤0.01%	8571
2021 Q1	$285K	Buy	11,953 +1,110	+10%	+$25.8K	﹤0.01%	10718
2020 Q4	$244K	Buy	+10,843	New	+$228K	﹤0.01%	9697
2020 Q3	–	Sell	-33,501	Closed	-$630K	–	10692
2020 Q2	$630K	Buy	33,501 +23,501	+235%	+$422K	﹤0.01%	6865
2020 Q1	$164K	Sell	10,000 -12,997	-57%	-$275K	﹤0.01%	8905
2019 Q4	$528K	Buy	+22,997	New	+$515K	﹤0.01%	6884
2019 Q2	–	Sell	-17,027	Closed	-$364K	–	10368
2019 Q1	$364K	Buy	+17,027	New	+$354K	﹤0.01%	6871
2018 Q2	–	Sell	-20,635	Closed	-$438K	–	9821
2018 Q1	$438K	Buy	20,635 +11,240	+120%	+$245K	﹤0.01%	6903
2017 Q4	$207K	Buy	+9,395	New	+$206K	﹤0.01%	8225
2016 Q4	–	Sell	-100,999	Closed	-$2.04M	–	9725
2016 Q3	$2.04M	Buy	+100,999	New	+$2.03M	﹤0.01%	3543

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

Jeff Yass's FCEF Position: Q2 2026 in Review

Jeff Yass increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 39% in Q2 2026, buying an estimated $173K and bringing the position to 25,924 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #9386.

Jeff Yass first reported a position in FCEF in Q3 2016 and has held it in 24 quarters since. The position peaked at $2.04M in Q3 2016. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

Jeff Yass held 25,924 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $623K as of Q2 2026.
Jeff Yass bought 7,327 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $173K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9386 holding.
Jeff Yass first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2016 and has held it in 24 quarters since.
Jeff Yass's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $2.04M in Q3 2016.
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 Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.