First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
23 hedge funds and large institutions have $20.9M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
0.14% more ownership
Funds ownership: 53.27% → 53.41% (+0.14%)
3% less capital invested
Capital invested by funds: $21.5M → $20.9M (-$592K)
15% less funds holding
Funds holding: 27 → 23 (-4)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$255K |
| 2 |
BAWC
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
+$239K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$218K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$201K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IF
Intrua Financial
Houston,
Texas
|
-$245K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$220K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$214K |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$213K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$181K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| – | -$214K | -9,603 | Closed |
|
|
AWA
27
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$213K | -9,580 | Closed |
|
FCEF Hedge Fund Activity: Q4 2024 in Review
23 of the 7,593 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 2024, worth a combined $20.9M — down 2.8% from $21.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FCEF and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 9 added.
The largest buyer was LPL Financial, adding an estimated $255K. The largest seller was Intrua Financial, exiting entirely with an estimated $245K sold.
- 23 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q4 2024, down from 27 in Q3 2024.
- Funds reported $20.9M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q4 2024, down 2.8% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q4 2024 and 4 closed out, a net change of -2 holders.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q4 2024 was LPL Financial, an estimated $255K added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q4 2024 was Intrua Financial, an estimated $245K sold.
Based on aggregated 13F filings for Q4 2024.