OPS
FCEF icon

Orion Portfolio Solutions’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-1,091
Closed -$18K – 2258
2020
Q1 		$18K Buy
+1,091
New +$23.1K ﹤0.01% 868

Other funds holding FCEF

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Orion Portfolio Solutions's FCEF Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q2 2020, closing a stake of 1,091 shares — an estimated $18K sold.

Orion Portfolio Solutions first reported a position in FCEF in Q1 2020 and held it in 1 quarter. The position peaked at $18K in Q1 2020. 21 funds tracked by Wall St. Rank hold FCEF as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,091 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2020, an estimated $18K.
  • Orion Portfolio Solutions first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q1 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $18K in Q1 2020.
  • 21 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.