Money Concepts Capital’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-10,022	Closed	-$194K	–	1270
2022 Q4	$194K	Buy	+10,022	New	+$194K	0.01%	701
2022 Q2	–	Sell	-12,817	Closed	-$302K	–	1811
2022 Q1	$302K	Buy	+12,817	New	+$302K	0.02%	574
2021 Q1	$12K	Buy	+523	New	+$12.1K	﹤0.01%	642

Other funds holding FCEF

CIAS

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

RJA

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

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

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

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Money Concepts Capital's FCEF Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q1 2023, closing a stake of 10,022 shares — an estimated $194K sold.

Money Concepts Capital first reported a position in FCEF in Q1 2021 and held it in 3 quarters. The position peaked at $302K in Q1 2022. 18 funds tracked by Wall St. Rank hold FCEF as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 10,022 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2023, an estimated $194K.
Money Concepts Capital first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q1 2021 and held it in 3 quarters.
Money Concepts Capital's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $302K in Q1 2022.
18 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.