Raymond James & Associates’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Raymond James & Associates’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
2024 Q3	$2.38M	Sell	106,889 -2,376	-2%	-$51.3K	﹤0.01%	2118
2024 Q2	$2.3M	Buy	109,265 +8,901	+9%	+$183K	﹤0.01%	2073
2024 Q1	$2.08M	Buy	100,364 +1,787	+2%	+$35.9K	﹤0.01%	2139
2023 Q4	$1.95M	Sell	98,577 -3,008	-3%	-$56.4K	﹤0.01%	2115
2023 Q3	$1.89M	Buy	101,585 +7,173	+8%	+$138K	﹤0.01%	2054
2023 Q2	$1.83M	Buy	94,412 +10,258	+12%	+$196K	﹤0.01%	2114
2023 Q1	$1.63M	Sell	84,154 -3,136	-4%	-$62.2K	﹤0.01%	2167
2022 Q4	$1.69M	Buy	87,290 +56,613	+185%	+$1.1M	﹤0.01%	2102
2022 Q3	$567K	Buy	30,677 +2,305	+8%	+$47.3K	﹤0.01%	2777
2022 Q2	$560K	Buy	28,372 +853	+3%	+$18.2K	﹤0.01%	2856
2022 Q1	$648K	Sell	27,519 -53,230	-66%	-$1.25M	﹤0.01%	2900
2021 Q4	$2.07M	Buy	80,749 +3,214	+4%	+$81.1K	﹤0.01%	2152
2021 Q3	$1.92M	Sell	77,535 -859	-1%	-$21.8K	﹤0.01%	2138
2021 Q2	$2M	Buy	78,394 +1,348	+2%	+$33.5K	﹤0.01%	2096
2021 Q1	$1.84M	Buy	77,046 +14,634	+23%	+$340K	﹤0.01%	2077
2020 Q4	$1.41M	Sell	62,412 -16,508	-21%	-$346K	﹤0.01%	2106
2020 Q3	$1.55M	Buy	78,920 +41	+0.1%	+$803	﹤0.01%	1915
2020 Q2	$1.48M	Buy	78,879 +42,477	+117%	+$763K	﹤0.01%	1905
2020 Q1	$598K	Buy	36,402 +13,492	+59%	+$286K	﹤0.01%	2300
2019 Q4	$526K	Buy	22,910 +450	+2%	+$10.1K	﹤0.01%	2695
2019 Q3	$499K	Buy	22,460 +200	+0.9%	+$4.4K	﹤0.01%	2648
2019 Q2	$487K	Sell	22,260 -244	-1%	-$5.27K	﹤0.01%	2686
2019 Q1	$482K	Sell	22,504 -800	-3%	-$16.6K	﹤0.01%	2669
2018 Q4	$440K	Buy	+23,304	New	+$474K	﹤0.01%	2625

Other funds holding FCEF

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

PWS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $132M AUM 16.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $140M AUM

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

Raymond James & Associates's FCEF Position: Q3 2024 in Review

Raymond James & Associates reduced its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 2.2% in Q3 2024, selling an estimated $51.3K and leaving 106,889 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Raymond James & Associates first reported a position in FCEF in Q4 2018 and has held it in 24 quarters since. 27 funds tracked by Wall St. Rank hold FCEF as of Q3 2024.

Raymond James & Associates held 106,889 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $2.38M as of Q3 2024.
Raymond James & Associates sold 2,376 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q3 2024, an estimated $51.3K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2118 holding.
Raymond James & Associates first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2018 and has held it in 24 quarters since.
27 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.