First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
11 hedge funds and large institutions have $22.9M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
1% more capital invested
Capital invested by funds: $22.6M → $22.9M (+$317K)
9.28% less ownership
Funds ownership: 80.45% → 71.17% (-9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$59.2K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$36.1K |
| 3 |
LPL Financial
San Diego,
California
|
+$18.4K |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$10.8K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$6.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$238K |
| 2 |
IH
IFC Holdings
Tampa,
Florida
|
-$154K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$55.9K |
| 4 |
EA
Edge Advisors
Atlanta,
Georgia
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $19.3M | -$238K | -10,962 | -1% |
|
|
2
LPL Financial
San Diego,
California
| $1.62M | +$18.4K | +847 | +1% |
|
|
IH
3
IFC Holdings
Tampa,
Florida
| $1.36M | -$154K | -7,074 | -10% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $369K | +$59.2K | +2,730 | +20% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $62K | – | – | – |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $60K | – | – | – |
|
|
BFEC
7
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $37K | +$6.55K | +302 | +22% |
|
|
8
UBS Group
Zurich,
Switzerland
| $37K | +$36.1K | +1,665 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $27K | – | – | – |
|
|
BF
10
BOK Financial
Tulsa,
Oklahoma
| $11K | +$10.8K | +500 | New |
|
|
AIM
11
Advantage Investment Management
Cedar Rapids,
Iowa
| $1K | +$586 | +27 | New |
|
|
NA
12
NewEdge Advisors
New Orleans,
Louisiana
| – | -$55.9K | -2,600 | Closed |
|
|
EA
13
Edge Advisors
Atlanta,
Georgia
| – | -$4K | -201 | Closed |
|
FCEF Hedge Fund Activity: Q3 2017 in Review
11 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 Q3 2017, worth a combined $22.9M — up 1.4% from $22.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FCEF positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $59.2K. The largest seller was Bank of America, cutting an estimated $238K.
- 11 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q3 2017, up from 10 in Q2 2017.
- Funds reported $22.9M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q3 2017, up 1.4% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q3 2017 and 2 closed out, a net change of +1 holder.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q3 2017 was Ladenburg Thalmann Financial Services, an estimated $59.2K added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q3 2017 was Bank of America, an estimated $238K sold.
Based on aggregated 13F filings for Q3 2017.