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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$804K Buy
35,300
+5,845
+20% +$139K 0.05% 260
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

Smith, Moore & Co's FCEF Position: Q3 2026 in Review

Smith, Moore & Co increased its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 20% in Q3 2026, buying an estimated $139K and bringing the position to 35,300 shares worth $804K. The position accounts for 0.05% of the portfolio, ranked #260.

Smith, Moore & Co first reported a position in FCEF in Q3 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold FCEF as of Q3 2026.

  • Smith, Moore & Co held 35,300 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $804K as of Q3 2026.
  • Smith, Moore & Co bought 5,845 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q3 2026, an estimated $139K.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up 0.05% of Smith, Moore & Co's portfolio in Q3 2026, its #260 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 5 quarters since.
  • 21 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q3 2026.

Based on Smith, Moore & Co's 13F filing for Q3 2026, filed 12 Nov 2026.