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

25 hedge funds and large institutions have $13.2M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 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

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

17% more capital invested

Capital invested by funds: $11.3M → $13.2M (+$1.97M)

9% more funds holding

Funds holding: 2325 (+2)

6.05% more ownership

Funds ownership: 46.32%52.37% (+6%)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
7
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
$6.36M +$279K +14,378 +5%
RJA
2
Raymond James & Associates
Florida
$1.69M +$1.1M +56,613 +185%
LPL Financial
3
LPL Financial
California
$1.48M -$181K -9,316 -11%
Citadel Advisors
4
Citadel Advisors
Florida
$721K +$130K +6,699 +22%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$429K +$132K +6,819 +44%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$269K +$24.4K +1,258 +10%
RIA
7
Regal Investment Advisors
Michigan
$241K -$4.09K -211 -2%
WWA
8
WCG Wealth Advisors
Nevada
$240K
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$213K -$33.9K -1,747 -14%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$211K -$138K -7,139 -40%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$203K +$204K +10,521 New
IA
12
IFP Advisors
Florida
$198K -$67.4K -3,476 -28%
Osaic Holdings
13
Osaic Holdings
Arizona
$196K +$21.2K +1,093 +12%
MCC
14
Money Concepts Capital
Florida
$194K +$194K +10,022 New
FWA
15
Freedom Wealth Alliance
Wisconsin
$158K +$158K +8,165 New
UBS Group
16
UBS Group
Switzerland
$121K -$1.09K -56 -0.9%
VNA
17
Valley National Advisers
Pennsylvania
$73K -$5.02K -259 -7%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$65K +$63K +3,248 +2,304%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$58K +$8.01K +413 +16%
CFGS
20
Concourse Financial Group Securities
Alabama
$44.4K
Morgan Stanley
21
Morgan Stanley
New York
$35.7K +$10.9K +563 +44%
GRP
22
Global Retirement Partners
California
$32.8K +$5.82K +300 +21%
NA
23
NewEdge Advisors
Louisiana
$50 +$50.4K +2,600 New
Wells Fargo
24
Wells Fargo
California
$19
HT
25
HAP Trading
New York
-$320K -17,323 Closed

FCEF Hedge Fund Activity: Q4 2022 in Review

25 of the 6,221 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 2022, worth a combined $13.2M — up 17% from $11.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FCEF positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.1M. The largest seller was HAP Trading, exiting entirely with an estimated $320K sold.

  • 25 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q4 2022, up from 23 in Q3 2022.
  • Funds reported $13.2M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q4 2022 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 Q4 2022 was Raymond James & Associates, an estimated $1.1M added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q4 2022 was HAP Trading, an estimated $320K sold.

Based on aggregated 13F filings for Q4 2022.