We are live on ! Find out more
FCEF icon

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

17 hedge funds and large institutions have $18.4M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $16.7M → $18.4M (+$1.72M)

1.39% more ownership

Funds ownership: 52.67%54.05% (+1.4%)

15% less funds holding

Funds holding: 2017 (-3)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1
Capital Investment Advisory Services
North Carolina
$4.79M +$264K +12,595 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.96M +$392K +18,685 +17%
LPL Financial
3
LPL Financial
California
$2.82M -$283K -13,487 -10%
SMF
4
Sterling Manor Financial
New York
$2.23M +$2.08M +98,919 New
UBS Group
5
UBS Group
Switzerland
$1.57M -$1.05M -49,856 -42%
RJA
6
Raymond James & Associates
Florida
$1.41M -$346K -16,508 -21%
Citadel Advisors
7
Citadel Advisors
Florida
$957K +$205K +9,749 +30%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$424K -$140K -6,679 -26%
MFG
9
Magnus Financial Group
New York
$302K +$3.78K +180 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$264K -$1.01K -48 -0.4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$244K +$228K +10,843 New
IA
12
IFP Advisors
Florida
$203K -$24.8K -1,180 -12%
VNA
13
Valley National Advisers
Pennsylvania
$88K
CFGS
14
Concourse Financial Group Securities
Alabama
$67K -$206K -9,794 -77%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$53K -$84 -4 -0.2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$22K
HT
17
HAP Trading
New York
-$872K -44,385 Closed
LA
18
LexAurum Advisors
Kansas
-$542K -27,586 Closed
SPC
19
Sigma Planning Corp
Michigan
-$203K -10,323 Closed
PFS
20
Prospera Financial Services
Texas
-$55K -2,809 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-$1K -51 Closed
Wells Fargo
22
Wells Fargo
California
-$21 -1 -50%

FCEF Hedge Fund Activity: Q4 2020 in Review

17 of the 5,651 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 2020, worth a combined $18.4M — up 10% from $16.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FCEF and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 4 added.

The largest buyer was Osaic Holdings, adding an estimated $392K. The largest seller was UBS Group, cutting an estimated $1.05M.

  • 17 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q4 2020, down from 20 in Q3 2020.
  • Funds reported $18.4M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 2 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q4 2020 and 5 closed out, a net change of -3 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q4 2020 was Osaic Holdings, an estimated $392K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q4 2020 was UBS Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2020.