WCG Wealth Advisors’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

WCG Wealth Advisors’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
2024 Q1	–	Sell	-12,432	Closed	-$246K	–	274
2023 Q4	$246K	Hold	12,432	–	–	0.02%	291
2023 Q3	$232K	Hold	12,432	–	–	0.02%	276
2023 Q2	$240K	Hold	12,432	–	–	0.03%	156
2023 Q1	$240K	Hold	12,432	–	–	0.03%	156
2022 Q4	$240K	Hold	12,432	–	–	0.03%	150
2022 Q3	$230K	Hold	12,432	–	–	0.03%	257
2022 Q2	$246K	Buy	+12,432	New	+$266K	0.03%	233

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

RJFSA

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

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

APW

Aurora Private Wealth Rockaway, New Jersey $140M AUM

AWS

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

WCG Wealth Advisors's FCEF Position: Q1 2024 in Review

WCG Wealth Advisors sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q1 2024, closing a stake of 12,432 shares — an estimated $246K sold.

WCG Wealth Advisors first reported a position in FCEF in Q2 2022 and held it in 7 quarters. The position peaked at $246K in Q4 2023. 22 funds tracked by Wall St. Rank hold FCEF as of Q1 2024.

WCG Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q1 2024 after selling out during the quarter.
WCG Wealth Advisors sold 12,432 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q1 2024, an estimated $246K.
WCG Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q2 2022 and held it in 7 quarters.
WCG Wealth Advisors's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $246K in Q4 2023.
22 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.