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

20 hedge funds and large institutions have $27.3M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 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

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

11% more funds holding

Funds holding: 1820 (+2)

11% more capital invested

Capital invested by funds: $24.7M → $27.3M (+$2.61M)

2.73% less ownership

Funds ownership: 65.04%62.31% (-2.7%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
4
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
$11.6M +$186K +8,298 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.4M -$18.2K -811 -0.4%
LPL Financial
3
LPL Financial
California
$3.08M +$111K +4,958 +4%
CIAS
4
Capital Investment Advisory Services
North Carolina
$2.6M +$210K +9,375 +9%
UBS Group
5
UBS Group
Switzerland
$1.9M +$931K +41,595 +102%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$553K +$141K +6,276 +35%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$528K +$515K +22,997 New
RJA
8
Raymond James & Associates
Florida
$526K +$10.1K +450 +2%
LA
9
LexAurum Advisors
Kansas
$442K +$70.1K +3,130 +19%
Jane Street
10
Jane Street
New York
$441K +$430K +19,208 New
Citadel Advisors
11
Citadel Advisors
Florida
$319K -$51.5K -2,301 -14%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$280K -$112K -5,000 -29%
CFGS
13
Concourse Financial Group Securities
Alabama
$221K +$51.5K +2,300 +31%
IA
14
IFP Advisors
Florida
$124K -$800K -35,712 -87%
VNA
15
Valley National Advisers
Pennsylvania
$90K +$87.9K +3,927 New
AG
16
Advisor Group
Arizona
$89K
BFEC
17
Benjamin F. Edwards & Company
Missouri
$57K +$3.87K +173 +7%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$22K
SFPG
19
Stonebridge Financial Planning Group
Florida
$17K +$16.8K +750 New
AIC
20
Ameritas Investment Company
Nebraska
-$33K -1,474 Closed

FCEF Hedge Fund Activity: Q4 2019 in Review

20 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) for Q4 2019, worth a combined $27.3M — up 11% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FCEF positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, adding an estimated $931K. The largest seller was IFP Advisors, cutting an estimated $800K.

  • 20 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q4 2019, up from 18 in Q3 2019.
  • Funds reported $27.3M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 4 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q4 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 Q4 2019 was UBS Group, an estimated $931K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q4 2019 was IFP Advisors, an estimated $800K sold.

Based on aggregated 13F filings for Q4 2019.