First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
23 hedge funds and large institutions have $14.3M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
5% more funds holding
Funds holding: 22 → 23 (+1)
4.18% less ownership
Funds ownership: 55.5% → 51.32% (-4.2%)
8% less capital invested
Capital invested by funds: $15.6M → $14.3M (-$1.3M)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$559K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$512K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$359K |
| 4 |
IF
Intrua Financial
Houston,
Texas
|
+$214K |
| 5 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$449K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$266K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$222K |
| 5 |
LPL Financial
San Diego,
California
|
-$170K |
FCEF Hedge Fund Activity: Q4 2023 in Review
23 of the 6,860 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 2023, worth a combined $14.3M — down 8.3% from $15.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FCEF positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Capital Investment Advisory Services, adding an estimated $559K. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $2.46M sold.
- 23 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q4 2023, up from 22 in Q3 2023.
- Funds reported $14.3M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q4 2023, down 8.3% quarter-over-quarter.
- 5 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q4 2023 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 2023 was Capital Investment Advisory Services, an estimated $559K added.
- The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q4 2023 was Kestra Advisory Services, an estimated $2.46M sold.
Based on aggregated 13F filings for Q4 2023.