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Legacy Investment Solutions’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$359 Buy
+16
New +$342 ﹤0.01% 681

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy Investment Solutions's FCEF Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q2 2025: 16 shares worth $359. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings.

26 funds tracked by Wall St. Rank hold FCEF as of Q2 2025.

  • Legacy Investment Solutions held 16 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $359 as of Q2 2025.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF was a new Legacy Investment Solutions position in Q2 2025.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #681 holding.
  • 26 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.