First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
22 hedge funds and large institutions have $15.6M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
16% more capital invested
Capital invested by funds: $13.5M → $15.6M (+$2.13M)
6.07% more ownership
Funds ownership: 49.43% → 55.5% (+6.1%)
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.54M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$414K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$138K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$85.5K |
| 5 |
FWA
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
+$21.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$215K |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$180K |
| 3 |
LPL Financial
San Diego,
California
|
-$43.8K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$32K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$27.2K |
FCEF Hedge Fund Activity: Q3 2023 in Review
22 of the 6,302 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 2023, worth a combined $15.6M — up 16% from $13.5M a quarter earlier.
Fund positioning in FCEF was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $2.54M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $215K sold.
- 22 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $15.6M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q3 2023, up 16% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q3 2023 was Kestra Advisory Services, an estimated $2.54M added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $215K sold.
Based on aggregated 13F filings for Q3 2023.