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

NewEdge 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
2026 Q1	$310K	Buy	13,795 +11,195	+431%	+$260K	﹤0.01%	2316
2025 Q4	$59.7K	Hold	2,600	–	–	﹤0.01%	2915
2025 Q3	$59.5K	Hold	2,600	–	–	﹤0.01%	2778
2025 Q2	$58.3K	Hold	2,600	–	–	﹤0.01%	2617
2025 Q1	$56.4K	Hold	2,600	–	–	﹤0.01%	2517
2024 Q4	$56.2K	Hold	2,600	–	–	﹤0.01%	2486
2024 Q3	$57.9K	Hold	2,600	–	–	﹤0.01%	2383
2024 Q2	$54.7K	Hold	2,600	–	–	﹤0.01%	2311
2024 Q1	$53.9K	Hold	2,600	–	–	﹤0.01%	2283
2023 Q4	$51.4K	Hold	2,600	–	–	﹤0.01%	2222
2023 Q3	$48.5K	Hold	2,600	–	–	﹤0.01%	2107
2023 Q2	$50.3K	Hold	2,600	–	–	﹤0.01%	2085
2023 Q1	$50.3K	Hold	2,600	–	–	﹤0.01%	1998
2022 Q4	$50	Buy	+2,600	New	+$50.4K	﹤0.01%	3470
2017 Q3	–	Sell	-2,600	Closed	-$55.9K	–	611
2017 Q2	$55.9K	Buy	+2,600	New	+$55.4K	0.01%	512

Other funds holding FCEF

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

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

NewEdge Advisors's FCEF Position: Q1 2026 in Review

NewEdge Advisors increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 431% in Q1 2026, buying an estimated $260K and bringing the position to 13,795 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

NewEdge Advisors first reported a position in FCEF in Q2 2017 and has held it in 15 quarters since. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

NewEdge Advisors held 13,795 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $310K as of Q1 2026.
NewEdge Advisors bought 11,195 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2026, an estimated $260K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2316 holding.
NewEdge Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q2 2017 and has held it in 15 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.