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

26 hedge funds and large institutions have $14.3M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

0.49% less ownership

Funds ownership: 51.62%51.13% (-0.49%)

7% less funds holding

Funds holding: 2826 (-2)

22% less capital invested

Capital invested by funds: $18.3M → $14.3M (-$4.07M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1
Capital Investment Advisory Services
North Carolina
$5.96M +$266K +12,442 +4%
LPL Financial
2
LPL Financial
California
$2.1M -$1.08M -50,475 -32%
Citadel Advisors
3
Citadel Advisors
Florida
$714K +$772K +36,146 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$675K +$218K +10,208 +43%
SMF
5
Sterling Manor Financial
New York
$584K -$1.05M -48,981 -62%
RJA
6
Raymond James & Associates
Florida
$560K +$18.2K +853 +3%
HT
7
HAP Trading
New York
$418K +$224K +10,479 +98%
UBS Group
8
UBS Group
Switzerland
$369K -$279K -13,079 -41%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$367K +$5.34K +250 +1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$355K +$1.13K +53 +0.3%
IA
11
IFP Advisors
Florida
$272K
RIA
12
Regal Investment Advisors
Michigan
$248K -$6.33K -296 -2%
MFG
13
Magnus Financial Group
New York
$247K -$37.3K -1,746 -12%
WWA
14
WCG Wealth Advisors
Nevada
$246K +$266K +12,432 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$241K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$235K +$9.06K +424 +4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$231K +$1.9K +89 +0.8%
Osaic Holdings
18
Osaic Holdings
Arizona
$119K +$33K +1,542 +35%
GWSG
19
GPS Wealth Strategies Group
Colorado
$97K -$16.2K -760 -13%
VNA
20
Valley National Advisers
Pennsylvania
$80K
BFEC
21
Benjamin F. Edwards & Company
Missouri
$56K -$2.44K -114 -4%
CFGS
22
Concourse Financial Group Securities
Alabama
$45K
Morgan Stanley
23
Morgan Stanley
New York
$25K +$11.5K +537 +72%
GRP
24
Global Retirement Partners
California
$18K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$5K +$5.86K +274 New

FCEF Hedge Fund Activity: Q2 2022 in Review

26 of the 5,937 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 2022, worth a combined $14.3M — down 22% from $18.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FCEF and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $772K. The largest seller was LPL Financial, cutting an estimated $1.08M.

  • 26 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q2 2022, down from 28 in Q1 2022.
  • Funds reported $14.3M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 3 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q2 2022 and 5 closed out, a net change of -2 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q2 2022 was Citadel Advisors, an estimated $772K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q2 2022 was LPL Financial, an estimated $1.08M sold.

Based on aggregated 13F filings for Q2 2022.