Proactive Wealth Strategies’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Proactive Wealth Strategies’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	$1.3M	Sell	53,981 -2,412	-4%	-$56.8K	0.21%	101
2026 Q1	$1.27M	Buy	56,393 +28,436	+102%	+$661K	0.24%	94
2025 Q4	$642K	Sell	27,957 -1,970	-7%	-$44.9K	0.25%	87
2025 Q3	$685K	Buy	29,927 +1,226	+4%	+$27.7K	0.29%	76
2025 Q2	$644K	Sell	28,701 -604	-2%	-$12.9K	0.3%	77
2025 Q1	$636K	Buy	29,305 +305	+1%	+$6.69K	0.34%	72
2024 Q4	$627K	Buy	29,000 +444	+2%	+$9.81K	0.33%	73
2024 Q3	$636K	Buy	+28,556	New	+$617K	0.35%	69

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Proactive Wealth Strategies's FCEF Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 4.3% in Q2 2026, selling an estimated $56.8K and leaving 53,981 shares worth $1.3M. The position accounts for 0.21% of the portfolio, ranked #101.

Proactive Wealth Strategies first reported a position in FCEF in Q3 2024 and has held it in 8 quarters since. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

Proactive Wealth Strategies held 53,981 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $1.3M as of Q2 2026.
Proactive Wealth Strategies sold 2,412 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $56.8K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up 0.21% of Proactive Wealth Strategies's portfolio in Q2 2026, its #101 holding.
Proactive Wealth Strategies first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2024 and has held it in 8 quarters since.
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 Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.