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

22 hedge funds and large institutions have $16.8M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding

Funds holding: 1722 (+5)

2.16% less ownership

Funds ownership: 54.05%51.89% (-2.2%)

8% less capital invested

Capital invested by funds: $18.4M → $16.8M (-$1.56M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1
Capital Investment Advisory Services
North Carolina
$5.51M +$428K +18,455 +9%
LPL Financial
2
LPL Financial
California
$2.39M -$574K -24,750 -20%
SMF
3
Sterling Manor Financial
New York
$2.35M -$9.7K -418 -0.4%
RJA
4
Raymond James & Associates
Florida
$1.84M +$340K +14,634 +23%
Citadel Advisors
5
Citadel Advisors
Florida
$1.03M +$13.9K +599 +1%
UBS Group
6
UBS Group
Switzerland
$958K -$688K -29,654 -42%
HT
7
HAP Trading
New York
$598K +$582K +25,068 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$382K -$64.7K -2,788 -15%
MFG
9
Magnus Financial Group
New York
$324K +$3.69K +159 +1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$285K +$25.8K +1,110 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$277K -$2.23K -96 -0.8%
IA
12
IFP Advisors
Florida
$241K +$24.7K +1,064 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$193K -$2.86M -123,047 -94%
GWSG
14
GPS Wealth Strategies Group
Colorado
$177K +$173K +7,438 New
VNA
15
Valley National Advisers
Pennsylvania
$94K
CFGS
16
Concourse Financial Group Securities
Alabama
$71K
BFEC
17
Benjamin F. Edwards & Company
Missouri
$56K -$23 -1 -0%
FHA
18
First Horizon Advisors
Tennessee
$28K +$27.5K +1,185 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$22K
MCC
20
Money Concepts Capital
Florida
$12K +$12.1K +523 New
TRCT
21
Tower Research Capital (TRC)
New York
$1K +$975 +42 New

FCEF Hedge Fund Activity: Q1 2021 in Review

22 of the 5,695 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 2021, worth a combined $16.8M — down 8.5% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FCEF positions and 0 closed out — a net gain of 5 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was HAP Trading, opening a new position worth an estimated $582K. The largest seller was Osaic Holdings, cutting an estimated $2.86M.

  • 22 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q1 2021, up from 17 in Q4 2020.
  • Funds reported $16.8M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q1 2021, down 8.5% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q1 2021 and 0 closed out, a net change of +5 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q1 2021 was HAP Trading, an estimated $582K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q1 2021 was Osaic Holdings, an estimated $2.86M sold.

Based on aggregated 13F filings for Q1 2021.