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

22 hedge funds and large institutions have $13.5M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 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

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

22% more funds holding

Funds holding: 1822 (+4)

15% more capital invested

Capital invested by funds: $11.8M → $13.5M (+$1.71M)

3.91% more ownership

Funds ownership: 45.52%49.43% (+3.9%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
4
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
$6.98M +$164K +8,581 +2%
RJA
2
Raymond James & Associates
Florida
$1.83M +$196K +10,258 +12%
LPL Financial
3
LPL Financial
California
$1.49M +$33.5K +1,752 +2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$831K +$821K +42,973 New
Osaic Holdings
5
Osaic Holdings
Arizona
$528K -$28K -1,468 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$304K +$95K +4,976 +46%
WWA
7
WCG Wealth Advisors
Nevada
$240K
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$215K +$212K +11,111 New
AWS
9
Atria Wealth Solutions
New York
$213K +$211K +11,032 New
FWA
10
Freedom Wealth Alliance
Wisconsin
$204K +$199K +10,446 New
CFGS
11
Concourse Financial Group Securities
Alabama
$126K +$80.4K +4,208 +183%
IA
12
IFP Advisors
Florida
$94K
UBS Group
13
UBS Group
Switzerland
$83.7K
VNA
14
Valley National Advisers
Pennsylvania
$71K
BFEC
15
Benjamin F. Edwards & Company
Missouri
$63K +$286 +15 +0.5%
NA
16
NewEdge Advisors
Louisiana
$50.3K
LFG
17
Larson Financial Group
Missouri
$50.3K +$49.6K +2,600 New
Morgan Stanley
18
Morgan Stanley
New York
$35.8K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$32K -$236K -12,347 -88%
GRP
20
Global Retirement Partners
California
$27.1K -$5.73K -300 -18%
GWSG
21
GPS Wealth Strategies Group
Colorado
$24.5K -$21K -1,100 -47%
Wells Fargo
22
Wells Fargo
California
$20 +$19 +1 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
-$272K -14,095 Closed
AAS
24
Ameritas Advisory Services
Nebraska
-$14.6K -756 Closed

FCEF Hedge Fund Activity: Q2 2023 in Review

22 of the 6,370 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 2023, worth a combined $13.5M — up 15% from $11.8M a quarter earlier.

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

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $821K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $272K sold.

  • 22 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q2 2023, up from 18 in Q1 2023.
  • Funds reported $13.5M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 6 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q2 2023 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 Q2 2023 was Susquehanna International Group, an estimated $821K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q2 2023 was Cambridge Investment Research Advisors, an estimated $272K sold.

Based on aggregated 13F filings for Q2 2023.