First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
23 hedge funds and large institutions have $11.3M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
4.81% less ownership
Funds ownership: 51.13% → 46.32% (-4.8%)
12% less funds holding
Funds holding: 26 → 23 (-3)
21% less capital invested
Capital invested by funds: $14.3M → $11.3M (-$3.01M)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$270K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$62K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$47.3K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$19.8K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$11.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$675K |
| 2 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$584K |
| 3 |
LPL Financial
San Diego,
California
|
-$420K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$254K |
| 5 |
MFG
Magnus Financial Group
New York
|
-$247K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| – | -$235K | -11,920 | Closed |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -274 | Closed |
|
FCEF Hedge Fund Activity: Q3 2022 in Review
23 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) for Q3 2022, worth a combined $11.3M — down 21% from $14.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FCEF and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 9 added.
The largest buyer was Capital Investment Advisory Services, adding an estimated $270K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $675K sold.
- 23 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q3 2022, down from 26 in Q2 2022.
- Funds reported $11.3M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q3 2022, down 21% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q3 2022 and 5 closed out, a net change of -3 holders.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q3 2022 was Capital Investment Advisory Services, an estimated $270K added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q3 2022 was Susquehanna International Group, an estimated $675K sold.
Based on aggregated 13F filings for Q3 2022.