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

28 hedge funds and large institutions have $18.3M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

17% more funds holding

Funds holding: 2428 (+4)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.71% less ownership

Funds ownership: 52.33%51.62% (-0.71%)

12% less capital invested

Capital invested by funds: $20.9M → $18.3M (-$2.6M)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
9
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
$6.81M +$523K +22,180 +8%
LPL Financial
2
LPL Financial
California
$3.69M -$225K -9,531 -6%
SMF
3
Sterling Manor Financial
New York
$1.85M +$16.9K +719 +0.9%
UBS Group
4
UBS Group
Switzerland
$748K -$632K -26,808 -46%
RJA
5
Raymond James & Associates
Florida
$648K -$1.25M -53,230 -66%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$565K -$306K -12,985 -35%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$432K +$8.41K +357 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$422K +$146K +6,213 +53%
MFG
9
Magnus Financial Group
New York
$336K +$4.67K +198 +1%
RIA
10
Regal Investment Advisors
Michigan
$303K +$303K +12,866 New
MCC
11
Money Concepts Capital
Florida
$302K +$302K +12,817 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$287K +$28.7K +1,219 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$274K -$73.8K -3,133 -21%
IA
14
IFP Advisors
Florida
$272K +$80.8K +3,428 +38%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$271K +$70.7K +3,001 +35%
HT
16
HAP Trading
New York
$252K +$252K +10,675 New
BWM
17
BlackDiamond Wealth Management
New York
$208K -$2.4K -102 -1%
GWSG
18
GPS Wealth Strategies Group
Colorado
$133K -$37.2K -1,580 -22%
Osaic Holdings
19
Osaic Holdings
Arizona
$105K -$26.2K -1,111 -20%
VNA
20
Valley National Advisers
Pennsylvania
$92K
BFEC
21
Benjamin F. Edwards & Company
Missouri
$70K +$10.8K +459 +18%
PFS
22
Prospera Financial Services
Texas
$66K +$66.2K +2,809 New
HA
23
Herold Advisors
New York
$61.2K +$61.3K +2,600 New
CFGS
24
Concourse Financial Group Securities
Alabama
$54K -$15.8K -670 -23%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$42.4K

FCEF Hedge Fund Activity: Q1 2022 in Review

28 of the 6,341 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 2022, worth a combined $18.3M — down 12% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FCEF positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Capital Investment Advisory Services, adding an estimated $523K. The largest seller was Raymond James & Associates, cutting an estimated $1.25M.

  • 28 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q1 2022, up from 24 in Q4 2021.
  • Funds reported $18.3M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q1 2022, down 12% quarter-over-quarter.
  • 6 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q1 2022 and 2 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q1 2022 was Capital Investment Advisory Services, an estimated $523K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q1 2022 was Raymond James & Associates, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2022.