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
Q2 		$3.7M Buy
153,781
+19,117
+14% +$450K ﹤0.01% 2991
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 $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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial's FCEF Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 14% in Q2 2026, buying an estimated $450K and bringing the position to 153,781 shares worth $3.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Raymond James Financial first reported a position in FCEF in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

  • Raymond James Financial held 153,781 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $3.7M as of Q2 2026.
  • Raymond James Financial bought 19,117 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $450K.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2991 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 7 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.