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

Osaic Holdings’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 Q2	$1.29M	Buy	53,644 +12,413	+30%	+$292K	﹤0.01%	2742
2026 Q1	$928K	Sell	41,231 -3,961	-9%	-$92K	﹤0.01%	2779
2025 Q4	$1.04M	Buy	45,192 +3,213	+8%	+$73.2K	﹤0.01%	2663
2025 Q3	$957K	Buy	41,979 +1,361	+3%	+$30.8K	﹤0.01%	2839
2025 Q2	$911K	Buy	40,618 +10,763	+36%	+$230K	﹤0.01%	2587
2025 Q1	$648K	Sell	29,855 -1,181	-4%	-$25.9K	﹤0.01%	2628
2024 Q4	$671K	Sell	31,036 -1,194	-4%	-$26.4K	﹤0.01%	2525
2024 Q3	$718K	Sell	32,230 -1,507	-4%	-$32.5K	﹤0.01%	2542
2024 Q2	$710K	Sell	33,737 -2,143	-6%	-$44.1K	﹤0.01%	2477
2024 Q1	$743K	Sell	35,880 -1,045	-3%	-$21K	﹤0.01%	2598
2023 Q4	$730K	Sell	36,925 -11,829	-24%	-$222K	﹤0.01%	2821
2023 Q3	$909K	Buy	48,754 +21,440	+78%	+$414K	﹤0.01%	2713
2023 Q2	$528K	Sell	27,314 -1,468	-5%	-$28K	﹤0.01%	3098
2023 Q1	$556K	Buy	28,782 +18,662	+184%	+$370K	﹤0.01%	3010
2022 Q4	$196K	Buy	10,120 +1,093	+12%	+$21.2K	﹤0.01%	3859
2022 Q3	$167K	Buy	9,027 +3,018	+50%	+$62K	﹤0.01%	3911
2022 Q2	$119K	Buy	6,009 +1,542	+35%	+$33K	﹤0.01%	4268
2022 Q1	$105K	Sell	4,467 -1,111	-20%	-$26.2K	﹤0.01%	4564
2021 Q4	$143K	Sell	5,578 -2,956	-35%	-$74.6K	﹤0.01%	4255
2021 Q3	$211K	Sell	8,534 -867	-9%	-$22K	﹤0.01%	3846
2021 Q2	$239K	Buy	9,401 +1,300	+16%	+$32.3K	﹤0.01%	3714
2021 Q1	$193K	Sell	8,101 -123,047	-94%	-$2.86M	﹤0.01%	3766
2020 Q4	$2.96M	Buy	131,148 +18,685	+17%	+$392K	0.01%	1170
2020 Q3	$2.21M	Sell	112,463 -43,543	-28%	-$853K	0.01%	1248
2020 Q2	$2.94M	Buy	156,006 +140,755	+923%	+$2.53M	0.01%	1010
2020 Q1	$251K	Buy	+15,251	New	+$323K	﹤0.01%	2691

Other funds holding FCEF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings's FCEF Position: Q2 2026 in Review

Osaic Holdings increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 30% in Q2 2026, buying an estimated $292K and bringing the position to 53,644 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

Osaic Holdings first reported a position in FCEF in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.96M in Q4 2020. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

Osaic Holdings held 53,644 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $1.29M as of Q2 2026.
Osaic Holdings bought 12,413 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $292K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2742 holding.
Osaic Holdings first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $2.96M in Q4 2020.
32 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.