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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
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

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HI
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BAWC
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWS
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
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Osaic Holdings
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Legacy Wealth Management (Idaho)'s FCEF Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) position steady in Q1 2026 at 16 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Legacy Wealth Management (Idaho) first reported a position in FCEF in Q2 2025 and has held it in 4 quarters since. The position peaked at $368 in Q4 2025. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 16 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $361 as of Q1 2026.
  • Legacy Wealth Management (Idaho) 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 Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #964 holding.
  • Legacy Wealth Management (Idaho) first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $368 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 Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.