First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
18 hedge funds and large institutions have $11.8M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 9 closing their positions.
6.84% less ownership
Funds ownership: 52.37% → 45.52% (-6.8%)
11% less capital invested
Capital invested by funds: $13.2M → $11.8M (-$1.45M)
28% less funds holding
Funds holding: 25 → 18 (-7)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$458K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$370K |
| 3 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$46.9K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$15K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$4.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$721K |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$241K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$211K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$203K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$194K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Rockefeller Capital Management
New York
| – | -$65K | -3,389 | Closed |
|
FCEF Hedge Fund Activity: Q1 2023 in Review
18 of the 6,275 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 2023, worth a combined $11.8M — down 11% from $13.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FCEF and 2 opened new positions — a net loss of 7 holders — while 6 trimmed existing stakes and 4 added.
The largest buyer was Capital Investment Advisory Services, adding an estimated $458K. The largest seller was Citadel Advisors, exiting entirely with an estimated $721K sold.
- 18 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q1 2023, down from 25 in Q4 2022.
- Funds reported $11.8M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q1 2023, down 11% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q1 2023 and 9 closed out, a net change of -7 holders.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q1 2023 was Capital Investment Advisory Services, an estimated $458K added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q1 2023 was Citadel Advisors, an estimated $721K sold.
Based on aggregated 13F filings for Q1 2023.