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 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 $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

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

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Proactive Wealth Strategies's FCEF Position: Q1 2026 in Review

Proactive Wealth Strategies increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 102% in Q1 2026, buying an estimated $661K and bringing the position to 56,393 shares worth $1.27M. The position accounts for 0.24% of the portfolio, ranked #94.

Proactive Wealth Strategies first reported a position in FCEF in Q3 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

Proactive Wealth Strategies held 56,393 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $1.27M as of Q1 2026.
Proactive Wealth Strategies bought 28,436 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2026, an estimated $661K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up 0.24% of Proactive Wealth Strategies's portfolio in Q1 2026, its #94 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 7 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 Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.