First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
10 hedge funds and large institutions have $22.6M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
57% more capital invested
Capital invested by funds: $14.4M → $22.6M (+$8.21M)
25% more funds holding
Funds holding: 8 → 10 (+2)
4.06% less ownership
Funds ownership: 84.5% → 80.45% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.85M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.55M |
| 3 |
IH
IFC Holdings
Tampa,
Florida
|
+$1.12M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$69.6K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$59.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$756K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$237K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $19M | +$5.85M | +274,539 | +45% |
|
|
2
LPL Financial
San Diego,
California
| $1.56M | +$1.55M | +72,754 | New |
|
|
IH
3
IFC Holdings
Tampa,
Florida
| $1.48M | +$1.12M | +52,456 | +319% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $300K | +$69.6K | +3,268 | +30% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $60K | +$59.6K | +2,796 | New |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $58K | +$38.4K | +1,800 | +200% |
|
|
NA
7
NewEdge Advisors
New Orleans,
Louisiana
| $55.9K | +$55.4K | +2,600 | New |
|
|
BFEC
8
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $30K | +$85 | +4 | +0.3% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $26K | – | – | – |
|
|
EA
10
Edge Advisors
Atlanta,
Georgia
| $4K | +$4.28K | +201 | New |
|
|
11
Jane Street
New York
| – | -$756K | -36,335 | Closed |
|
|
12
MML Investors Services
Springfield,
Massachusetts
| – | -$237K | -4,723 | Closed |
|
FCEF Hedge Fund Activity: Q2 2017 in Review
10 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) for Q2 2017, worth a combined $22.6M — up 57% from $14.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FCEF positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, adding an estimated $5.85M. The largest seller was Jane Street, exiting entirely with an estimated $756K sold.
- 10 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q2 2017, up from 8 in Q1 2017.
- Funds reported $22.6M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q2 2017, up 57% quarter-over-quarter.
- 4 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q2 2017 and 2 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q2 2017 was Bank of America, an estimated $5.85M added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q2 2017 was Jane Street, an estimated $756K sold.
Based on aggregated 13F filings for Q2 2017.