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

12 hedge funds and large institutions have $29.4M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

70% more capital invested

Capital invested by funds: $17.3M → $29.4M (+$12.1M)

11.58% more ownership

Funds ownership: 59.54%71.12% (+12%)

20% less funds holding

Funds holding: 1512 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
7
Reduced
2
Closed
3
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
$11.5M -$55.8K -2,582 -0.5%
UBS Group
2
UBS Group
Switzerland
$8.97M +$8.93M +413,249 +41,325%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.92M +$3.86M +178,649 +7,635%
LPL Financial
4
LPL Financial
California
$2.91M +$125K +5,783 +4%
Citadel Advisors
5
Citadel Advisors
Florida
$819K -$208K -9,616 -20%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$547K
Jane Street
7
Jane Street
New York
$491K +$75.6K +3,500 +18%
IA
8
IFP Advisors
Florida
$154K +$93.4K +4,323 +155%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$72K +$6.07K +281 +9%
AG
10
Advisor Group
Arizona
$58K
AIM
11
Advantage Investment Management
Iowa
$5K +$1.6K +74 +46%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
-$438K -20,635 Closed
RIA
13
Regal Investment Advisors
Michigan
-$306K -14,325 Closed
DWM
14
Darwin Wealth Management
Florida
-$214K -10,044 Closed

FCEF Hedge Fund Activity: Q2 2018 in Review

12 of the 4,369 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 2018, worth a combined $29.4M — up 70% from $17.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FCEF and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 7 added.

The largest buyer was UBS Group, adding an estimated $8.93M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $438K sold.

  • 12 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q2 2018, down from 15 in Q1 2018.
  • Funds reported $29.4M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q2 2018, up 70% quarter-over-quarter.
  • 0 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q2 2018 and 3 closed out, a net change of -3 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q2 2018 was UBS Group, an estimated $8.93M added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q2 2018 was Susquehanna International Group, an estimated $438K sold.

Based on aggregated 13F filings for Q2 2018.