Rockefeller Capital Management’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Rockefeller Capital Management’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	$24.2K	Hold	1,074	–	–	﹤0.01%	3630
2025 Q4	$24.7K	Hold	1,074	–	–	﹤0.01%	3415
2025 Q3	$24.6K	Buy	+1,074	New	+$24.3K	﹤0.01%	3256
2023 Q1	–	Sell	-3,389	Closed	-$65K	–	2600
2022 Q4	$65K	Buy	3,389 +3,248	+2,304%	+$63K	﹤0.01%	2251
2022 Q3	$2K	Buy	+141	New	+$2.9K	﹤0.01%	3581

Other funds holding FCEF

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

CIAS

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BAWC

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

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

PWS

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

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

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

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

Rockefeller Capital Management's FCEF Position: Q1 2026 in Review

Rockefeller Capital Management held its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) position steady in Q1 2026 at 1,074 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3630.

Rockefeller Capital Management first reported a position in FCEF in Q3 2022 and has held it in 5 quarters since. The position peaked at $65K in Q4 2022. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

Rockefeller Capital Management held 1,074 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $24.2K as of Q1 2026.
Rockefeller Capital Management left its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3630 holding.
Rockefeller Capital Management first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2022 and has held it in 5 quarters since.
Rockefeller Capital Management's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $65K in Q4 2022.
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 Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.