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

24 hedge funds and large institutions have $20.9M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

9% more funds holding

Funds holding: 2224 (+2)

8% more capital invested

Capital invested by funds: $19.3M → $20.9M (+$1.63M)

0.68% more ownership

Funds ownership: 51.66%52.33% (+0.68%)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1
Capital Investment Advisory Services
North Carolina
$6.84M +$200K +7,935 +3%
LPL Financial
2
LPL Financial
California
$4.26M +$130K +5,149 +3%
RJA
3
Raymond James & Associates
Florida
$2.07M +$81.1K +3,214 +4%
SMF
4
Sterling Manor Financial
New York
$2M -$20.5K -812 -1%
UBS Group
5
UBS Group
Switzerland
$1.5M +$489K +19,405 +50%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$951K +$932K +36,967 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$461K -$751K -29,771 -62%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$378K +$20.7K +822 +6%
MFG
9
Magnus Financial Group
New York
$361K +$4.54K +180 +1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$300K -$136K -5,383 -31%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$281K +$56.3K +2,232 +25%
IA
12
IFP Advisors
Florida
$232K -$6.81K -270 -3%
BWM
13
BlackDiamond Wealth Management
New York
$229K +$225K +8,921 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$218K +$214K +8,495 New
CAN
15
Cetera Advisor Networks
California
$201K +$198K +7,832 New
GWSG
16
GPS Wealth Strategies Group
Colorado
$186K
Osaic Holdings
17
Osaic Holdings
Arizona
$143K -$74.6K -2,956 -35%
VNA
18
Valley National Advisers
Pennsylvania
$101K
CFGS
19
Concourse Financial Group Securities
Alabama
$76K
BFEC
20
Benjamin F. Edwards & Company
Missouri
$64K +$782 +31 +1%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$46.1K
GRP
22
Global Retirement Partners
California
$23K +$22.7K +900 New
SCA
23
Snowden Capital Advisors
New York
$5K +$5.04K +200 New
HT
24
HAP Trading
New York
-$347K -14,019 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$267K -10,803 Closed

FCEF Hedge Fund Activity: Q4 2021 in Review

24 of the 6,498 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 2021, worth a combined $20.9M — up 8.4% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FCEF positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $932K. The largest seller was Royal Bank of Canada, cutting an estimated $751K.

  • 24 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q4 2021, up from 22 in Q3 2021.
  • Funds reported $20.9M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q4 2021, up 8.4% quarter-over-quarter.
  • 6 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q4 2021 and 4 closed out, a net change of +2 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $932K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $751K sold.

Based on aggregated 13F filings for Q4 2021.