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

LPL Financial’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	$11M	Buy	487,325 +72,064	+17%	+$1.67M	﹤0.01%	1918
2025 Q4	$9.54M	Sell	415,261 -6,849	-2%	-$156K	﹤0.01%	1972
2025 Q3	$9.66M	Buy	422,110 +190,237	+82%	+$4.31M	﹤0.01%	1898
2025 Q2	$5.2M	Sell	231,873 -949	-0.4%	-$20.3K	﹤0.01%	2268
2025 Q1	$5.05M	Buy	232,822 +75,123	+48%	+$1.65M	﹤0.01%	2141
2024 Q4	$3.41M	Buy	157,699 +11,558	+8%	+$255K	﹤0.01%	2397
2024 Q3	$3.26M	Buy	146,141 +36,207	+33%	+$782K	﹤0.01%	2301
2024 Q2	$2.31M	Buy	109,934 +10,971	+11%	+$226K	﹤0.01%	2471
2024 Q1	$2.05M	Buy	98,963 +33,498	+51%	+$673K	﹤0.01%	2521
2023 Q4	$1.29M	Sell	65,465 -9,082	-12%	-$170K	﹤0.01%	2824
2023 Q3	$1.39M	Sell	74,547 -2,271	-3%	-$43.8K	﹤0.01%	2618
2023 Q2	$1.49M	Buy	76,818 +1,752	+2%	+$33.5K	﹤0.01%	2517
2023 Q1	$1.45M	Sell	75,066 -1,495	-2%	-$29.6K	﹤0.01%	2434
2022 Q4	$1.48M	Sell	76,561 -9,316	-11%	-$181K	﹤0.01%	2319
2022 Q3	$1.59M	Sell	85,877 -20,475	-19%	-$420K	﹤0.01%	2163
2022 Q2	$2.1M	Sell	106,352 -50,475	-32%	-$1.08M	﹤0.01%	1993
2022 Q1	$3.69M	Sell	156,827 -9,531	-6%	-$225K	﹤0.01%	1628
2021 Q4	$4.26M	Buy	166,358 +5,149	+3%	+$130K	﹤0.01%	1553
2021 Q3	$3.99M	Buy	161,209 +57,508	+55%	+$1.46M	﹤0.01%	1543
2021 Q2	$2.64M	Buy	103,701 +3,420	+3%	+$84.9K	﹤0.01%	1765
2021 Q1	$2.39M	Sell	100,281 -24,750	-20%	-$574K	﹤0.01%	1715
2020 Q4	$2.82M	Sell	125,031 -13,487	-10%	-$283K	﹤0.01%	1459
2020 Q3	$2.72M	Sell	138,518 -9,378	-6%	-$184K	﹤0.01%	1295
2020 Q2	$2.78M	Buy	147,896 +1,181	+0.8%	+$21.2K	﹤0.01%	1176
2020 Q1	$2.41M	Buy	146,715 +12,739	+10%	+$270K	0.01%	1079
2019 Q4	$3.08M	Buy	133,976 +4,958	+4%	+$111K	0.01%	1090
2019 Q3	$2.87M	Sell	129,018 -31,281	-20%	-$689K	0.01%	1041
2019 Q2	$3.51M	Sell	160,299 -7,901	-5%	-$171K	0.01%	941
2019 Q1	$3.6M	Buy	168,200 +4,542	+3%	+$94.3K	0.01%	904
2018 Q4	$3.09M	Sell	163,658 -11,620	-7%	-$236K	0.01%	891
2018 Q3	$3.86M	Buy	175,278 +40,902	+30%	+$902K	0.01%	853
2018 Q2	$2.91M	Buy	134,376 +5,783	+4%	+$125K	0.01%	936
2018 Q1	$2.75M	Buy	128,593 +56,521	+78%	+$1.23M	0.01%	943
2017 Q4	$1.59M	Sell	72,072 -1,529	-2%	-$33.6K	﹤0.01%	1221
2017 Q3	$1.62M	Buy	73,601 +847	+1%	+$18.4K	0.01%	1109
2017 Q2	$1.56M	Buy	+72,754	New	+$1.55M	0.01%	1088

Other funds holding FCEF

CIAS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $132M AUM 16.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

LPL Financial's FCEF Position: Q1 2026 in Review

LPL Financial increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 17% in Q1 2026, buying an estimated $1.67M and bringing the position to 487,325 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

LPL Financial first reported a position in FCEF in Q2 2017 and has held it in 36 quarters since. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

LPL Financial held 487,325 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $11M as of Q1 2026.
LPL Financial bought 72,064 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2026, an estimated $1.67M.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1918 holding.
LPL Financial first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q2 2017 and has held it in 36 quarters since.
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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.