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

Regal Investment 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
2023 Q1	–	Sell	-12,464	Closed	-$241K	–	528
2022 Q4	$241K	Sell	12,464 -211	-2%	-$4.09K	0.02%	423
2022 Q3	$234K	Buy	12,675 +105	+0.8%	+$2.16K	0.02%	412
2022 Q2	$248K	Sell	12,570 -296	-2%	-$6.33K	0.03%	410
2022 Q1	$303K	Buy	+12,866	New	+$303K	0.03%	407
2019 Q2	–	Sell	-13,800	Closed	-$295K	–	336
2019 Q1	$295K	Hold	13,800	–	–	0.06%	245
2018 Q4	$261K	Buy	13,800 +575	+4%	+$11.7K	0.06%	269
2018 Q3	$291K	Buy	+13,225	New	+$291K	0.06%	245
2018 Q2	–	Sell	-14,325	Closed	-$306K	–	272
2018 Q1	$306K	Buy	14,325 +3,700	+35%	+$80.7K	0.07%	226
2017 Q4	$234K	Buy	+10,625	New	+$233K	0.05%	250

Other funds holding FCEF

CIAS

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Regal Investment Advisors's FCEF Position: Q1 2023 in Review

Regal Investment Advisors sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q1 2023, closing a stake of 12,464 shares — an estimated $241K sold.

Regal Investment Advisors first reported a position in FCEF in Q4 2017 and held it in 9 quarters. The position peaked at $306K in Q1 2018. 18 funds tracked by Wall St. Rank hold FCEF as of Q1 2023.

Regal Investment Advisors reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Regal Investment Advisors sold 12,464 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2023, an estimated $241K.
Regal Investment Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2017 and held it in 9 quarters.
Regal Investment Advisors's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $306K in Q1 2018.
18 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.