LexAurum Advisors’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

LexAurum Advisors’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
2020 Q4	–	Sell	-27,586	Closed	-$542K	–	242
2020 Q3	$542K	Buy	27,586 +1,951	+8%	+$38.2K	0.22%	95
2020 Q2	$482K	Buy	+25,635	New	+$460K	0.26%	88
2020 Q1	–	Sell	-19,262	Closed	-$442K	–	205
2019 Q4	$442K	Buy	19,262 +3,130	+19%	+$70.1K	0.22%	111
2019 Q3	$359K	Buy	+16,132	New	+$355K	0.21%	116

Other funds holding FCEF

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LexAurum Advisors's FCEF Position: Q4 2020 in Review

LexAurum Advisors sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q4 2020, closing a stake of 27,586 shares — an estimated $542K sold.

LexAurum Advisors first reported a position in FCEF in Q3 2019 and held it in 4 quarters. The position peaked at $542K in Q3 2020. 17 funds tracked by Wall St. Rank hold FCEF as of Q4 2020.

LexAurum Advisors reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q4 2020 after selling out during the quarter.
LexAurum Advisors sold 27,586 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q4 2020, an estimated $542K.
LexAurum Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2019 and held it in 4 quarters.
LexAurum Advisors's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $542K in Q3 2020.
17 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q4 2020.

Based on LexAurum Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.