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

21 hedge funds and large institutions have $16.5M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

21% more capital invested

Capital invested by funds: $13.7M → $16.5M (+$2.82M)

4% more ownership

Funds ownership: 47.4%51.4% (+4%)

5% less funds holding

Funds holding: 2221 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1
Capital Investment Advisory Services
North Carolina
$3.32M +$791K +44,032 +33%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.94M +$2.53M +140,755 +923%
LPL Financial
3
LPL Financial
California
$2.78M +$21.2K +1,181 +0.8%
UBS Group
4
UBS Group
Switzerland
$2.25M +$358K +19,903 +20%
RJA
5
Raymond James & Associates
Florida
$1.48M +$763K +42,477 +117%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$630K +$422K +23,501 +235%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$522K +$90.6K +5,042 +22%
Citadel Advisors
8
Citadel Advisors
Florida
$517K +$494K +27,494 New
HT
9
HAP Trading
New York
$505K -$433K -24,096 -47%
LA
10
LexAurum Advisors
Kansas
$482K +$460K +25,635 New
MFG
11
Magnus Financial Group
New York
$265K +$14.6K +811 +6%
CFGS
12
Concourse Financial Group Securities
Alabama
$240K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$221K -$1.82M -101,362 -90%
IA
14
IFP Advisors
Florida
$197K +$10.7K +597 +6%
VNA
15
Valley National Advisers
Pennsylvania
$74K
BFEC
16
Benjamin F. Edwards & Company
Missouri
$53K -$33.4K -1,860 -40%
CAN
17
Cetera Advisor Networks
California
$25K +$24.3K +1,350 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$22K
SFPG
19
Stonebridge Financial Planning Group
Florida
$14K
Truist Financial
20
Truist Financial
North Carolina
-$2.47M -150,064 Closed
Bank of America
21
Bank of America
North Carolina
-$114K -6,960 Closed
DWM
22
Darwin Wealth Management
Florida
-$28K -1,737 Closed
OPS
23
Orion Portfolio Solutions
Nebraska
-$18K -1,091 Closed
AIC
24
Ameritas Investment Company
Nebraska
-$15K -891 Closed
Citigroup
25
Citigroup
New York
-$2K -100 Closed

FCEF Hedge Fund Activity: Q2 2020 in Review

21 of the 4,877 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 2020, worth a combined $16.5M — up 21% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FCEF and 5 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 9 added.

The largest buyer was Osaic Holdings, adding an estimated $2.53M. The largest seller was Truist Financial, exiting entirely with an estimated $2.47M sold.

  • 21 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q2 2020, down from 22 in Q1 2020.
  • Funds reported $16.5M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q2 2020 and 6 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q2 2020 was Osaic Holdings, an estimated $2.53M added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q2 2020 was Truist Financial, an estimated $2.47M sold.

Based on aggregated 13F filings for Q2 2020.