First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
25 hedge funds and large institutions have $13.2M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
17% more capital invested
Capital invested by funds: $11.3M → $13.2M (+$1.97M)
9% more funds holding
Funds holding: 23 → 25 (+2)
6.05% more ownership
Funds ownership: 46.32% → 52.37% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.1M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$279K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$204K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$194K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HT
HAP Trading
New York
|
-$320K |
| 2 |
LPL Financial
San Diego,
California
|
-$181K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$138K |
| 4 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$68K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$67.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
26
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$68K | -3,675 | Closed |
|
27
Bank of America
Charlotte,
North Carolina
| – | -$5K | -269 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | +$19 | +1 | New |
|
FCEF Hedge Fund Activity: Q4 2022 in Review
25 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) for Q4 2022, worth a combined $13.2M — up 17% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FCEF positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.1M. The largest seller was HAP Trading, exiting entirely with an estimated $320K sold.
- 25 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q4 2022, up from 23 in Q3 2022.
- Funds reported $13.2M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 5 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q4 2022 and 3 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q4 2022 was Raymond James & Associates, an estimated $1.1M added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q4 2022 was HAP Trading, an estimated $320K sold.
Based on aggregated 13F filings for Q4 2022.