Raymond James Financial
FCEF icon

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

Raymond James Financial’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 		$3.03M Buy
134,664
+6,542
+5% +$152K ﹤0.01% 3011
2025
Q4 		$2.94M Buy
128,122
+1,168
+0.9% +$26.6K ﹤0.01% 2945
2025
Q3 		$2.9M Buy
126,954
+5,856
+5% +$133K ﹤0.01% 2889
2025
Q2 		$2.72M Buy
121,098
+3,641
+3% +$77.8K ﹤0.01% 2828
2025
Q1 		$2.55M Sell
117,457
-8,174
-7% -$179K ﹤0.01% 2823
2024
Q4 		$2.71M Buy
+125,631
New +$2.78M ﹤0.01% 2741

Other funds holding FCEF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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

Raymond James Financial's FCEF Position: Q1 2026 in Review

Raymond James Financial increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 5.1% in Q1 2026, buying an estimated $152K and bringing the position to 134,664 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3011.

Raymond James Financial first reported a position in FCEF in Q4 2024 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

  • Raymond James Financial held 134,664 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $3.03M as of Q1 2026.
  • Raymond James Financial bought 6,542 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2026, an estimated $152K.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3011 holding.
  • Raymond James Financial first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2024 and has held it in 6 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.