Sterling Manor Financial’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Sterling Manor Financial’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
2022 Q3	–	Sell	-29,557	Closed	-$584K	–	56
2022 Q2	$584K	Sell	29,557 -48,981	-62%	-$1.05M	0.72%	25
2022 Q1	$1.85M	Buy	78,538 +719	+0.9%	+$16.9K	1.48%	20
2021 Q4	$2M	Sell	77,819 -812	-1%	-$20.5K	1.56%	19
2021 Q3	$1.95M	Sell	78,631 -217	-0.3%	-$5.5K	1.62%	21
2021 Q2	$2.01M	Sell	78,848 -19,653	-20%	-$488K	1.61%	23
2021 Q1	$2.35M	Sell	98,501 -418	-0.4%	-$9.7K	2.09%	21
2020 Q4	$2.23M	Buy	+98,919	New	+$2.08M	2.07%	18

Other funds holding FCEF

CIAS

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

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

RJA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

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

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

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

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

Sterling Manor Financial's FCEF Position: Q3 2022 in Review

Sterling Manor Financial sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q3 2022, closing a stake of 29,557 shares — an estimated $584K sold.

Sterling Manor Financial first reported a position in FCEF in Q4 2020 and held it in 7 quarters. The position peaked at $2.35M in Q1 2021. 23 funds tracked by Wall St. Rank hold FCEF as of Q3 2022.

Sterling Manor Financial reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q3 2022 after selling out during the quarter.
Sterling Manor Financial sold 29,557 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q3 2022, an estimated $584K.
Sterling Manor Financial first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2020 and held it in 7 quarters.
Sterling Manor Financial's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $2.35M in Q1 2021.
23 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q3 2022.

Based on Sterling Manor Financial's 13F filing for Q3 2022, filed 12 Oct 2022.