Legacy Wealth Management (Idaho)’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-16	Closed	-$361	–	443
2026 Q1	$361	Hold	16	–	–	﹤0.01%	964
2025 Q4	$368	Hold	16	–	–	﹤0.01%	840
2025 Q3	$367	Hold	16	–	–	﹤0.01%	704
2025 Q2	$359	Buy	+16	New	+$342	﹤0.01%	681

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

Legacy Wealth Management (Idaho)'s FCEF Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q2 2026, closing a stake of 16 shares — an estimated $361 sold.

Legacy Wealth Management (Idaho) first reported a position in FCEF in Q2 2025 and held it in 4 quarters. The position peaked at $368 in Q4 2025. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 16 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $361.
Legacy Wealth Management (Idaho) first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q2 2025 and held it in 4 quarters.
Legacy Wealth Management (Idaho)'s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $368 in Q4 2025.
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 Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.