First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
26 hedge funds and large institutions have $14.3M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
0.49% less ownership
Funds ownership: 51.62% → 51.13% (-0.49%)
7% less funds holding
Funds holding: 28 → 26 (-2)
22% less capital invested
Capital invested by funds: $18.3M → $14.3M (-$4.07M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$772K |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$266K |
| 3 |
HT
HAP Trading
New York
|
+$224K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$218K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.08M |
| 2 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$1.05M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$302K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$279K |
| 5 |
BWM
BlackDiamond Wealth Management
New York
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
26
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$302K | -12,817 | Closed |
|
|
BWM
27
BlackDiamond Wealth Management
New York
| – | -$208K | -8,819 | Closed |
|
|
PFS
28
Prospera Financial Services
Dallas,
Texas
| – | -$66K | -2,809 | Closed |
|
|
HA
29
Herold Advisors
New York
| – | -$61.2K | -2,600 | Closed |
|
30
Koshinski Asset Management
Decatur,
Illinois
| – | -$42.4K | -1,800 | Closed |
|
FCEF Hedge Fund Activity: Q2 2022 in Review
26 of the 5,937 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 2022, worth a combined $14.3M — down 22% from $18.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FCEF and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 10 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $772K. The largest seller was LPL Financial, cutting an estimated $1.08M.
- 26 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q2 2022, down from 28 in Q1 2022.
- Funds reported $14.3M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q2 2022, down 22% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q2 2022 and 5 closed out, a net change of -2 holders.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q2 2022 was Citadel Advisors, an estimated $772K added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q2 2022 was LPL Financial, an estimated $1.08M sold.
Based on aggregated 13F filings for Q2 2022.