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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
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $132M AUM 16.86% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Smith, Moore & Co's FCEF Position: Q1 2026 in Review

Smith, Moore & Co reduced its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 7.4% in Q1 2026, selling an estimated $51.7K and leaving 27,950 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #286.

Smith, Moore & Co first reported a position in FCEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $693K in Q4 2025. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

  • Smith, Moore & Co held 27,950 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $629K as of Q1 2026.
  • Smith, Moore & Co sold 2,225 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2026, an estimated $51.7K.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up 0.05% of Smith, Moore & Co's portfolio in Q1 2026, its #286 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 3 quarters since.
  • Smith, Moore & Co's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $693K in Q4 2025.
  • 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 Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.