Smith, Moore & Co’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Smith, Moore & Co’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	$708K	Buy	29,455 +1,505	+5%	+$35.5K	0.05%	292
2026 Q1	$629K	Sell	27,950 -2,225	-7%	-$51.7K	0.05%	286
2025 Q4	$693K	Buy	30,175 +18,250	+153%	+$416K	0.05%	265
2025 Q3	$273K	Buy	+11,925	New	+$270K	0.02%	428

Other funds holding FCEF

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Smith, Moore & Co's FCEF Position: Q2 2026 in Review

Smith, Moore & Co increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 5.4% in Q2 2026, buying an estimated $35.5K and bringing the position to 29,455 shares worth $708K. The position accounts for 0.05% of the portfolio, ranked #292.

Smith, Moore & Co first reported a position in FCEF in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

Smith, Moore & Co held 29,455 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $708K as of Q2 2026.
Smith, Moore & Co bought 1,505 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $35.5K.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up 0.05% of Smith, Moore & Co's portfolio in Q2 2026, its #292 holding.
Smith, Moore & Co first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2025 and has held it in 4 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 Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.