First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
22 hedge funds and large institutions have $13.7M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
10% more funds holding
Funds holding: 20 → 22 (+2)
14.91% less ownership
Funds ownership: 62.31% → 47.4% (-15%)
50% less capital invested
Capital invested by funds: $27.3M → $13.7M (-$13.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$3.18M |
| 2 |
HT
HAP Trading
New York
|
+$1.08M |
| 3 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$401K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$364K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.67M |
| 3 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$442K |
| 4 |
Jane Street
New York
|
-$441K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$319K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| – | -$21 | -1 | Closed |
|
FCEF Hedge Fund Activity: Q1 2020 in Review
22 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) for Q1 2020, worth a combined $13.7M — down 50% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FCEF positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $3.18M. The largest seller was Bank of America, cutting an estimated $10.6M.
- 22 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q1 2020, up from 20 in Q4 2019.
- Funds reported $13.7M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q1 2020, down 50% quarter-over-quarter.
- 8 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q1 2020 and 4 closed out, a net change of +4 holders.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q1 2020 was Truist Financial, an estimated $3.18M added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q1 2020 was Bank of America, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2020.