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

20 hedge funds and large institutions have $24.3M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

18% more funds holding

Funds holding: 1720 (+3)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

9% less capital invested

Capital invested by funds: $26.6M → $24.3M (-$2.27M)

13.51% less ownership

Funds ownership: 79.91%66.4% (-14%)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
6
Closed
1
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
$10.6M -$773K -37,227 -7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.15M -$14.1K -678 -0.3%
LPL Financial
3
LPL Financial
California
$3.6M +$94.3K +4,542 +3%
UBS Group
4
UBS Group
Switzerland
$1.65M -$23.5K -1,131 -1%
CIAS
5
Capital Investment Advisory Services
North Carolina
$989K +$946K +45,535 +6,696%
Citadel Advisors
6
Citadel Advisors
Florida
$755K +$2.33K +112 +0.3%
GCA
7
Genesee Capital Advisors
New York
$591K +$25.6K +1,234 +5%
RJA
8
Raymond James & Associates
Florida
$482K -$16.6K -800 -3%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$400K +$208 +10 +0.1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$364K +$354K +17,027 New
RIA
11
Regal Investment Advisors
Michigan
$295K
CFGS
12
Concourse Financial Group Securities
Alabama
$156K
AG
13
Advisor Group
Arizona
$97K
BFEC
14
Benjamin F. Edwards & Company
Missouri
$72K -$6.15M -296,213 -99%
IA
15
IFP Advisors
Florida
$55K -$60.3K -2,902 -53%
CA
16
Cetera Advisors
Colorado
$40K +$38.4K +1,850 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$22K +$18.1K +872 New
TRCT
18
Tower Research Capital (TRC)
New York
$10K +$5.19K +250 +121%
AIM
19
Advantage Investment Management
Iowa
$4K
AIC
20
Ameritas Investment Company
Nebraska
-$67K -3,530 Closed
Wells Fargo
21
Wells Fargo
California
+$21 +1 New

FCEF Hedge Fund Activity: Q1 2019 in Review

20 of the 4,621 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 2019, worth a combined $24.3M — down 8.5% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FCEF positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Capital Investment Advisory Services, adding an estimated $946K. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $6.15M.

  • 20 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q1 2019, up from 17 in Q4 2018.
  • Funds reported $24.3M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q1 2019, down 8.5% quarter-over-quarter.
  • 4 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q1 2019 and 1 closed out, a net change of +3 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q1 2019 was Capital Investment Advisory Services, an estimated $946K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q1 2019 was Benjamin F. Edwards & Company, an estimated $6.15M sold.

Based on aggregated 13F filings for Q1 2019.