Stonebridge Financial Planning Group’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Stonebridge Financial Planning Group’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
2020 Q3	–	Sell	-750	Closed	-$14K	–	384
2020 Q2	$14K	Hold	750	–	–	0.01%	282
2020 Q1	$13K	Hold	750	–	–	0.01%	280
2019 Q4	$17K	Buy	+750	New	+$16.8K	0.02%	253

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

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

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

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

LexAurum Advisors Overland Park, Kansas $866M AUM

RJFSA

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Stonebridge Financial Planning Group's FCEF Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q3 2020, closing a stake of 750 shares — an estimated $14K sold.

Stonebridge Financial Planning Group first reported a position in FCEF in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 20 funds tracked by Wall St. Rank hold FCEF as of Q3 2020.

Stonebridge Financial Planning Group reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q3 2020 after selling out during the quarter.
Stonebridge Financial Planning Group sold 750 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q3 2020, an estimated $14K.
Stonebridge Financial Planning Group first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2019 and held it in 3 quarters.
Stonebridge Financial Planning Group's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $17K in Q4 2019.
20 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.