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

22 hedge funds and large institutions have $13.7M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

10% more funds holding

Funds holding: 2022 (+2)

14.91% less ownership

Funds ownership: 62.31%47.4% (-15%)

50% less capital invested

Capital invested by funds: $27.3M → $13.7M (-$13.6M)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$2.47M +$3.18M +150,064 New
LPL Financial
2
LPL Financial
California
$2.41M +$270K +12,739 +10%
CIAS
3
Capital Investment Advisory Services
North Carolina
$2.17M +$401K +18,960 +17%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.86M -$1.67M -78,702 -41%
UBS Group
5
UBS Group
Switzerland
$1.64M +$364K +17,218 +21%
HT
6
HAP Trading
New York
$837K +$1.08M +50,954 New
RJA
7
Raymond James & Associates
Florida
$598K +$286K +13,492 +59%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$373K -$29.7K -1,402 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$251K +$323K +15,251 New
MFG
10
Magnus Financial Group
New York
$218K +$280K +13,244 New
CFGS
11
Concourse Financial Group Securities
Alabama
$210K +$66.3K +3,133 +33%
IA
12
IFP Advisors
Florida
$165K +$97K +4,584 +85%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$164K -$275K -12,997 -57%
Bank of America
14
Bank of America
North Carolina
$114K -$10.6M -499,959 -99%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$77K +$46.7K +2,207 +88%
VNA
16
Valley National Advisers
Pennsylvania
$65K
DWM
17
Darwin Wealth Management
Florida
$28K +$36.8K +1,737 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$22K
OPS
19
Orion Portfolio Solutions
Nebraska
$18K +$23.1K +1,091 New
AIC
20
Ameritas Investment Company
Nebraska
$15K +$18.9K +891 New
SFPG
21
Stonebridge Financial Planning Group
Florida
$13K
Citigroup
22
Citigroup
New York
$2K +$2.12K +100 New
LA
23
LexAurum Advisors
Kansas
-$442K -19,262 Closed
Jane Street
24
Jane Street
New York
-$441K -19,208 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$319K -13,900 Closed

FCEF Hedge Fund Activity: Q1 2020 in Review

22 of the 4,539 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 2020, worth a combined $13.7M — down 50% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FCEF positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $3.18M. The largest seller was Bank of America, cutting an estimated $10.6M.

  • 22 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q1 2020, up from 20 in Q4 2019.
  • Funds reported $13.7M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q1 2020, down 50% quarter-over-quarter.
  • 8 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q1 2020 and 4 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q1 2020 was Truist Financial, an estimated $3.18M added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q1 2020 was Bank of America, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2020.