We are live on ! Find out more
FCEF icon

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

21 hedge funds and large institutions have $18M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

7% more capital invested

Capital invested by funds: $16.8M → $18M (+$1.13M)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.88% less ownership

Funds ownership: 51.89%50.01% (-1.9%)

5% less funds holding

Funds holding: 2221 (-1)

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1
Capital Investment Advisory Services
North Carolina
$6.43M +$535K +21,532 +9%
LPL Financial
2
LPL Financial
California
$2.64M +$84.9K +3,420 +3%
SMF
3
Sterling Manor Financial
New York
$2.01M -$488K -19,653 -20%
RJA
4
Raymond James & Associates
Florida
$2M +$33.5K +1,348 +2%
UBS Group
5
UBS Group
Switzerland
$1.04M +$16.5K +666 +2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$747K +$431K +17,375 +145%
Citadel Advisors
7
Citadel Advisors
Florida
$484K -$598K -24,089 -56%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$443K +$34.4K +1,384 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$375K +$77.3K +3,115 +27%
MFG
10
Magnus Financial Group
New York
$350K +$3.97K +160 +1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$254K +$248K +9,976 New
IA
12
IFP Advisors
Florida
$244K -$13.3K -534 -5%
Osaic Holdings
13
Osaic Holdings
Arizona
$239K +$32.3K +1,300 +16%
CAN
14
Cetera Advisor Networks
California
$234K +$228K +9,198 New
GWSG
15
GPS Wealth Strategies Group
Colorado
$189K
VNA
16
Valley National Advisers
Pennsylvania
$100K
CFGS
17
Concourse Financial Group Securities
Alabama
$76K
BFEC
18
Benjamin F. Edwards & Company
Missouri
$58K -$1.54K -62 -3%
FHA
19
First Horizon Advisors
Tennessee
$30K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$22K
HT
21
HAP Trading
New York
-$598K -25,068 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$1K -42 Closed
Wells Fargo
23
Wells Fargo
California
+$25 +1 +100%

FCEF Hedge Fund Activity: Q2 2021 in Review

21 of the 5,746 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 2021, worth a combined $18M — up 6.7% from $16.8M a quarter earlier.

Fund positioning in FCEF was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 4 trimmed.

The largest buyer was Capital Investment Advisory Services, adding an estimated $535K. The largest seller was Citadel Advisors, cutting an estimated $598K.

  • 21 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q2 2021, down from 22 in Q1 2021.
  • Funds reported $18M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q2 2021, up 6.7% quarter-over-quarter.
  • 2 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q2 2021 and 2 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q2 2021 was Capital Investment Advisory Services, an estimated $535K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q2 2021 was Citadel Advisors, an estimated $598K sold.

Based on aggregated 13F filings for Q2 2021.