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

23 hedge funds and large institutions have $11.3M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

4.81% less ownership

Funds ownership: 51.13%46.32% (-4.8%)

12% less funds holding

Funds holding: 2623 (-3)

21% less capital invested

Capital invested by funds: $14.3M → $11.3M (-$3.01M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
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
$5.82M +$270K +13,164 +4%
LPL Financial
2
LPL Financial
California
$1.59M -$420K -20,475 -19%
RJA
3
Raymond James & Associates
Florida
$567K +$47.3K +2,305 +8%
Citadel Advisors
4
Citadel Advisors
Florida
$566K -$113K -5,516 -15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$333K +$1.19K +58 +0.3%
HT
6
HAP Trading
New York
$320K -$78.7K -3,831 -18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$285K -$65.2K -3,176 -17%
IA
8
IFP Advisors
Florida
$272K +$760 +37 +0.3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$236K +$11.8K +576 +5%
RIA
10
Regal Investment Advisors
Michigan
$234K +$2.16K +105 +0.8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$234K +$19.8K +965 +8%
WWA
12
WCG Wealth Advisors
Nevada
$230K
Osaic Holdings
13
Osaic Holdings
Arizona
$167K +$62K +3,018 +50%
UBS Group
14
UBS Group
Switzerland
$117K -$254K -12,364 -66%
VNA
15
Valley National Advisers
Pennsylvania
$73K
GWSG
16
GPS Wealth Strategies Group
Colorado
$68K -$25.1K -1,223 -25%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$48K -$5.11K -249 -9%
CFGS
18
Concourse Financial Group Securities
Alabama
$43K
GRP
19
Global Retirement Partners
California
$27K +$10.3K +500 +56%
Morgan Stanley
20
Morgan Stanley
New York
$24K
Bank of America
21
Bank of America
North Carolina
$5K +$5.52K +269 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2K +$2.9K +141 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$675K -34,190 Closed
SMF
24
Sterling Manor Financial
New York
-$584K -29,557 Closed
MFG
25
Magnus Financial Group
New York
-$247K -12,531 Closed

FCEF Hedge Fund Activity: Q3 2022 in Review

23 of the 5,806 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 2022, worth a combined $11.3M — down 21% from $14.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FCEF and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Capital Investment Advisory Services, adding an estimated $270K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $675K sold.

  • 23 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q3 2022, down from 26 in Q2 2022.
  • Funds reported $11.3M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q3 2022, down 21% quarter-over-quarter.
  • 2 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q3 2022 and 5 closed out, a net change of -3 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q3 2022 was Capital Investment Advisory Services, an estimated $270K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q3 2022 was Susquehanna International Group, an estimated $675K sold.

Based on aggregated 13F filings for Q3 2022.