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First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF

8 hedge funds and large institutions have $14.4M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding

Funds holding: 38 (+5)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

5% more capital invested

Capital invested by funds: $13.7M → $14.4M (+$670K)

0.06% less ownership

Funds ownership: 84.56%84.5% (-0.06%)

Holders
8
Holders Change
+5
Holders Change %
+166.67%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$12.8M -$643K -31,122 -5%
Jane Street
2
Jane Street
New York
$756K +$108K +5,228 +17%
IH
3
IFC Holdings
Florida
$344K +$340K +16,452 New
MML Investors Services
4
MML Investors Services
Massachusetts
$237K +$97.5K +4,723 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$223K +$15K +725 +7%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$29K +$28.6K +1,383 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25K +$25.2K +1,220 New
AG
8
Advisor Group
Arizona
$19K +$18.6K +900 New

FCEF Hedge Fund Activity: Q1 2017 in Review

8 of the 4,017 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 2017, worth a combined $14.4M — up 4.9% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FCEF positions and 0 closed out — a net gain of 5 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was IFC Holdings, opening a new position worth an estimated $340K. The largest seller was Bank of America, cutting an estimated $643K.

  • 8 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q1 2017, up from 3 in Q4 2016.
  • Funds reported $14.4M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q1 2017, up 4.9% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q1 2017 and 0 closed out, a net change of +5 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q1 2017 was IFC Holdings, an estimated $340K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q1 2017 was Bank of America, an estimated $643K sold.

Based on aggregated 13F filings for Q1 2017.