Valley National Advisers’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

Valley National Advisers’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
2023 Q4	–	Sell	-3,668	Closed	-$68K	–	1220
2023 Q3	$68K	Hold	3,668	–	–	0.01%	350
2023 Q2	$71K	Hold	3,668	–	–	0.01%	344
2023 Q1	$71K	Hold	3,668	–	–	0.01%	341
2022 Q4	$73K	Sell	3,668 -259	-7%	-$5.02K	0.01%	337
2022 Q3	$73K	Hold	3,927	–	–	0.02%	332
2022 Q2	$80K	Hold	3,927	–	–	0.02%	300
2022 Q1	$92K	Hold	3,927	–	–	0.02%	293
2021 Q4	$101K	Hold	3,927	–	–	0.02%	285
2021 Q3	$97K	Hold	3,927	–	–	0.02%	279
2021 Q2	$100K	Hold	3,927	–	–	0.02%	281
2021 Q1	$94K	Hold	3,927	–	–	0.02%	279
2020 Q4	$88K	Hold	3,927	–	–	0.02%	268
2020 Q3	$77K	Hold	3,927	–	–	0.02%	255
2020 Q2	$74K	Hold	3,927	–	–	0.02%	247
2020 Q1	$65K	Hold	3,927	–	–	0.02%	259
2019 Q4	$90K	Buy	+3,927	New	+$87.9K	0.02%	252

Other funds holding FCEF

CIAS

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

RJA

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Valley National Advisers's FCEF Position: Q4 2023 in Review

Valley National Advisers sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q4 2023, closing a stake of 3,668 shares — an estimated $68K sold.

Valley National Advisers first reported a position in FCEF in Q4 2019 and held it in 16 quarters. The position peaked at $101K in Q4 2021. 23 funds tracked by Wall St. Rank hold FCEF as of Q4 2023.

Valley National Advisers reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q4 2023 after selling out during the quarter.
Valley National Advisers sold 3,668 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q4 2023, an estimated $68K.
Valley National Advisers first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2019 and held it in 16 quarters.
Valley National Advisers's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $101K in Q4 2021.
23 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.