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

PSI 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
2025 Q1	–	Sell	-1,000	Closed	-$21.6K	–	803
2024 Q4	$21.6K	Hold	1,000	–	–	0.01%	409
2024 Q3	$22.3K	Hold	1,000	–	–	0.01%	409
2024 Q2	$21K	Hold	1,000	–	–	0.01%	397
2024 Q1	$20.7K	Hold	1,000	–	–	0.01%	394
2023 Q4	$19.8K	Hold	1,000	–	–	0.01%	419
2023 Q3	$18.6K	Buy	+1,000	New	+$19.3K	0.01%	400

Other funds holding FCEF

CIAS

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BAWC

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

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

PSI Advisors's FCEF Position: Q1 2025 in Review

PSI Advisors sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q1 2025, closing a stake of 1,000 shares — an estimated $21.6K sold.

PSI Advisors first reported a position in FCEF in Q3 2023 and held it in 6 quarters. The position peaked at $22.3K in Q3 2024. 21 funds tracked by Wall St. Rank hold FCEF as of Q1 2025.

PSI Advisors reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 1,000 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2025, an estimated $21.6K.
PSI Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2023 and held it in 6 quarters.
PSI Advisors's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $22.3K in Q3 2024.
21 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.