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

Larson Financial Group’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	$58.5K	Hold	2,600	–	–	﹤0.01%	1268
2025 Q4	$59.7K	Hold	2,600	–	–	﹤0.01%	1151
2025 Q3	$59.5K	Hold	2,600	–	–	﹤0.01%	1089
2025 Q2	$58.3K	Hold	2,600	–	–	﹤0.01%	1019
2025 Q1	$56.4K	Hold	2,600	–	–	﹤0.01%	979
2024 Q4	$56.2K	Hold	2,600	–	–	﹤0.01%	872
2024 Q3	$57.9K	Hold	2,600	–	–	﹤0.01%	863
2024 Q2	$54.7K	Hold	2,600	–	–	﹤0.01%	789
2024 Q1	$53.9K	Hold	2,600	–	–	﹤0.01%	670
2023 Q4	$51.4K	Hold	2,600	–	–	﹤0.01%	639
2023 Q3	$48.5K	Hold	2,600	–	–	﹤0.01%	623
2023 Q2	$50.3K	Buy	+2,600	New	+$49.6K	0.01%	558

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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

Larson Financial Group's FCEF Position: Q1 2026 in Review

Larson Financial Group held its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) position steady in Q1 2026 at 2,600 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Larson Financial Group first reported a position in FCEF in Q2 2023 and has held it in 12 quarters since. The position peaked at $59.7K in Q4 2025. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

Larson Financial Group held 2,600 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $58.5K as of Q1 2026.
Larson Financial Group left its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1268 holding.
Larson Financial Group first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q2 2023 and has held it in 12 quarters since.
Larson Financial Group's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $59.7K in Q4 2025.
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 Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.