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

18 hedge funds and large institutions have $23.7M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $24.3M → $23.7M (-$551K)

1.18% less ownership

Funds ownership: 66.4%65.22% (-1.2%)

10% less funds holding

Funds holding: 2018 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
8
Closed
4
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
$10.8M -$23.6K -1,094 -0.2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.06M -$186K -8,599 -4%
LPL Financial
3
LPL Financial
California
$3.51M -$171K -7,901 -5%
CIAS
4
Capital Investment Advisory Services
North Carolina
$2.1M +$1.05M +48,395 +105%
UBS Group
5
UBS Group
Switzerland
$972K -$703K -32,552 -42%
Citadel Advisors
6
Citadel Advisors
Florida
$579K -$194K -8,981 -25%
RJA
7
Raymond James & Associates
Florida
$487K -$5.27K -244 -1%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$423K +$10.8K +500 +3%
Jane Street
9
Jane Street
New York
$263K +$259K +11,988 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$212K +$210K +9,698 New
CFGS
11
Concourse Financial Group Securities
Alabama
$161K
AG
12
Advisor Group
Arizona
$98K
BFEC
13
Benjamin F. Edwards & Company
Missouri
$51K -$22.6K -1,045 -31%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$22K
TRCT
15
Tower Research Capital (TRC)
New York
$9K -$1.43K -66 -14%
AIM
16
Advantage Investment Management
Iowa
$4K
GCA
17
Genesee Capital Advisors
New York
-$591K -27,613 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$364K -17,027 Closed
RIA
19
Regal Investment Advisors
Michigan
-$295K -13,800 Closed
CA
20
Cetera Advisors
Colorado
-$40K -1,850 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
+$22 +1 New

FCEF Hedge Fund Activity: Q2 2019 in Review

18 of the 4,604 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 2019, worth a combined $23.7M — down 2.3% from $24.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FCEF and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 2 added.

The largest buyer was Capital Investment Advisory Services, adding an estimated $1.05M. The largest seller was UBS Group, cutting an estimated $703K.

  • 18 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q2 2019, down from 20 in Q1 2019.
  • Funds reported $23.7M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q2 2019, down 2.3% quarter-over-quarter.
  • 3 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q2 2019 and 4 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q2 2019 was Capital Investment Advisory Services, an estimated $1.05M added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q2 2019 was UBS Group, an estimated $703K sold.

Based on aggregated 13F filings for Q2 2019.