First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
21 hedge funds and large institutions have $16.5M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
21% more capital invested
Capital invested by funds: $13.7M → $16.5M (+$2.82M)
4% more ownership
Funds ownership: 47.4% → 51.4% (+4%)
5% less funds holding
Funds holding: 22 → 21 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.53M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$791K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$763K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$494K |
| 5 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
+$460K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.47M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.82M |
| 3 |
HT
HAP Trading
New York
|
-$433K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$114K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$33.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| – | +$18 | +1 | New |
|
|
PAG
27
Private Advisor Group
Morristown,
New Jersey
| – | +$90 | +5 | New |
|
FCEF Hedge Fund Activity: Q2 2020 in Review
21 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) for Q2 2020, worth a combined $16.5M — up 21% from $13.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FCEF and 5 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 9 added.
The largest buyer was Osaic Holdings, adding an estimated $2.53M. The largest seller was Truist Financial, exiting entirely with an estimated $2.47M sold.
- 21 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q2 2020, down from 22 in Q1 2020.
- Funds reported $16.5M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q2 2020, up 21% quarter-over-quarter.
- 5 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q2 2020 and 6 closed out, a net change of -1 holder.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q2 2020 was Osaic Holdings, an estimated $2.53M added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q2 2020 was Truist Financial, an estimated $2.47M sold.
Based on aggregated 13F filings for Q2 2020.