First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
27 hedge funds and large institutions have $21.5M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
17% more funds holding
Funds holding: 23 → 27 (+4)
14% more capital invested
Capital invested by funds: $18.9M → $21.5M (+$2.63M)
0.71% less ownership
Funds ownership: 53.98% → 53.27% (-0.71%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$782K |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$444K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$207K |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$207K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$602K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$159K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$128K |
| 4 |
IF
Intrua Financial
Houston,
Texas
|
-$64.2K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$51.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
26
Darwin Wealth Management
Tampa,
Florida
| $312 | +$302 | +14 | New |
|
27
Wells Fargo
San Francisco,
California
| $21 | -$22 | -1 | -50% |
|
|
28
UBS Group
Zurich,
Switzerland
| – | -$602K | -28,611 | Closed |
|
FCEF Hedge Fund Activity: Q3 2024 in Review
27 of the 6,965 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 2024, worth a combined $21.5M — up 14% from $18.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FCEF positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $782K. The largest seller was UBS Group, exiting entirely with an estimated $602K sold.
- 27 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q3 2024, up from 23 in Q2 2024.
- Funds reported $21.5M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 6 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q3 2024 and 1 closed out, a net change of +5 holders.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q3 2024 was LPL Financial, an estimated $782K added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q3 2024 was UBS Group, an estimated $602K sold.
Based on aggregated 13F filings for Q3 2024.