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

22 hedge funds and large institutions have $19.3M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $18M → $19.3M (+$1.34M)

5% more funds holding

Funds holding: 2122 (+1)

1.64% more ownership

Funds ownership: 50.01%51.66% (+1.6%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% 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
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1
Capital Investment Advisory Services
North Carolina
$6.41M +$169K +6,655 +3%
LPL Financial
2
LPL Financial
California
$3.99M +$1.46M +57,508 +55%
SMF
3
Sterling Manor Financial
New York
$1.95M -$5.5K -217 -0.3%
RJA
4
Raymond James & Associates
Florida
$1.92M -$21.8K -859 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.18M +$838K +33,029 +224%
UBS Group
6
UBS Group
Switzerland
$970K -$42.1K -1,658 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$423K -$7.61K -300 -2%
HT
8
HAP Trading
New York
$347K +$356K +14,019 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$345K +$101K +3,962 +40%
MFG
10
Magnus Financial Group
New York
$344K +$4.24K +167 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$267K -$208K -8,205 -43%
IA
12
IFP Advisors
Florida
$231K -$6.21K -245 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$216K +$222K +8,767 New
Osaic Holdings
14
Osaic Holdings
Arizona
$211K -$22K -867 -9%
GWSG
15
GPS Wealth Strategies Group
Colorado
$179K -$5.07K -200 -3%
VNA
16
Valley National Advisers
Pennsylvania
$97K
CFGS
17
Concourse Financial Group Securities
Alabama
$73K
BFEC
18
Benjamin F. Edwards & Company
Missouri
$61K +$4.59K +181 +8%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$44.5K +$45.7K +1,800 New
HA
20
Herold Advisors
New York
$27K +$27.9K +1,100 New
HI
21
Harbour Investments
Wisconsin
$20K +$20.3K +800 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$747K -29,328 Closed
CAN
23
Cetera Advisor Networks
California
-$234K -9,198 Closed
FHA
24
First Horizon Advisors
Tennessee
-$30K -1,185 Closed
Wells Fargo
25
Wells Fargo
California
-$25 -1 -50%

FCEF Hedge Fund Activity: Q3 2021 in Review

22 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) for Q3 2021, worth a combined $19.3M — up 7.5% from $18M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FCEF positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.46M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $747K sold.

  • 22 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q3 2021, up from 21 in Q2 2021.
  • Funds reported $19.3M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q3 2021, up 7.5% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q3 2021 and 3 closed out, a net change of +2 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q3 2021 was LPL Financial, an estimated $1.46M added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q3 2021 was Susquehanna International Group, an estimated $747K sold.

Based on aggregated 13F filings for Q3 2021.