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 Q3	$59.2K	Hold	2,600	–	–	﹤0.01%	1528
2026 Q2	$62.5K	Hold	2,600	–	–	﹤0.01%	1417
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 $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Larson Financial Group's FCEF Position: Q3 2026 in Review

Larson Financial Group held its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) position steady in Q3 2026 at 2,600 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Larson Financial Group first reported a position in FCEF in Q2 2023 and has held it in 14 quarters since. The position peaked at $62.5K in Q2 2026. 9 funds tracked by Wall St. Rank hold FCEF as of Q3 2026.

Larson Financial Group held 2,600 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $59.2K as of Q3 2026.
Larson Financial Group left its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF share count unchanged in Q3 2026.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1528 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 14 quarters since.
Larson Financial Group's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $62.5K in Q2 2026.
9 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.