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

UBS 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
2026
Q1 		$13.4K Buy
+597
New +$13.9K ﹤0.01% 8216
2024
Q3 		– Sell
-28,611
Closed -$602K – 9648
2024
Q2 		$602K Buy
28,611
+20
+0.1% +$412 ﹤0.01% 4857
2024
Q1 		$592K Sell
28,591
-3,037
-10% -$61K ﹤0.01% 5063
2023
Q4 		$626K Buy
31,628
+27,299
+631% +$512K ﹤0.01% 4913
2023
Q3 		$80.7K Hold
4,329
– – ﹤0.01% 5974
2023
Q2 		$83.7K Hold
4,329
– – ﹤0.01% 6151
2023
Q1 		$83.7K Sell
4,329
-1,952
-31% -$38.7K ﹤0.01% 6058
2022
Q4 		$121K Sell
6,281
-56
-0.9% -$1.09K ﹤0.01% 5921
2022
Q3 		$117K Sell
6,337
-12,364
-66% -$254K ﹤0.01% 5571
2022
Q2 		$369K Sell
18,701
-13,079
-41% -$279K ﹤0.01% 4492
2022
Q1 		$748K Sell
31,780
-26,808
-46% -$632K ﹤0.01% 4373
2021
Q4 		$1.5M Buy
58,588
+19,405
+50% +$489K ﹤0.01% 4012
2021
Q3 		$970K Sell
39,183
-1,658
-4% -$42.1K ﹤0.01% 4219
2021
Q2 		$1.04M Buy
40,841
+666
+2% +$16.5K ﹤0.01% 4141
2021
Q1 		$958K Sell
40,175
-29,654
-42% -$688K ﹤0.01% 4301
2020
Q4 		$1.57M Sell
69,829
-49,856
-42% -$1.05M ﹤0.01% 3626
2020
Q3 		$2.35M Buy
119,685
+15
+0% +$294 ﹤0.01% 2898
2020
Q2 		$2.25M Buy
119,670
+19,903
+20% +$358K ﹤0.01% 2758
2020
Q1 		$1.64M Buy
99,767
+17,218
+21% +$364K ﹤0.01% 2931
2019
Q4 		$1.9M Buy
82,549
+41,595
+102% +$931K ﹤0.01% 3593
2019
Q3 		$910K Sell
40,954
-3,417
-8% -$75.2K ﹤0.01% 4045
2019
Q2 		$972K Sell
44,371
-32,552
-42% -$703K ﹤0.01% 3772
2019
Q1 		$1.65M Sell
76,923
-1,131
-1% -$23.5K ﹤0.01% 3160
2018
Q4 		$1.48M Sell
78,054
-330,403
-81% -$6.72M ﹤0.01% 3329
2018
Q3 		$9M Sell
408,457
-5,792
-1% -$128K ﹤0.01% 1862
2018
Q2 		$8.97M Buy
414,249
+413,249
+41,325% +$8.93M ﹤0.01% 1845
2018
Q1 		$21K Sell
1,000
-873
-47% -$19K ﹤0.01% 6378
2017
Q4 		$41K Buy
1,873
+208
+12% +$4.57K ﹤0.01% 5995
2017
Q3 		$37K Buy
+1,665
New +$36.1K ﹤0.01% 6016

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

UBS Group's FCEF Position: Q1 2026 in Review

UBS Group opened a new position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q1 2026: 597 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #8216 among its holdings. This is a return to the name: UBS Group previously reported a position in FCEF as recently as Q2 2024.

UBS Group first reported a position in FCEF in Q3 2017 and has held it in 29 quarters since. The position peaked at $9M in Q3 2018. 34 funds tracked by Wall St. Rank hold FCEF as of Q1 2026.

  • UBS Group held 597 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $13.4K as of Q1 2026.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF was a new UBS Group position in Q1 2026.
  • First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8216 holding.
  • UBS Group first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2017 and has held it in 29 quarters since.
  • UBS Group's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $9M in Q3 2018.
  • 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 UBS Group's 13F filing for Q1 2026, filed 5 May 2026.