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 Q2	–	Sell	-597	Closed	-$13.4K	–	10614
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's FCEF Position: Q2 2026 in Review

UBS Group sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q2 2026, closing a stake of 597 shares — an estimated $13.4K sold.

UBS Group first reported a position in FCEF in Q3 2017 and held it in 29 quarters. The position peaked at $9M in Q3 2018. 32 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.

UBS Group reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 597 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $13.4K.
UBS Group first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2017 and held it in 29 quarters.
UBS Group's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $9M in Q3 2018.
32 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.