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

22 hedge funds and large institutions have $16.9M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $14.3M → $16.9M (+$2.6M)

2.75% more ownership

Funds ownership: 51.32%54.06% (+2.7%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

4% less funds holding

Funds holding: 2322 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
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
$8.51M +$595K +29,603 +8%
RJA
2
Raymond James & Associates
Florida
$2.08M +$35.9K +1,787 +2%
LPL Financial
3
LPL Financial
California
$2.05M +$673K +33,498 +51%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.24M +$1.2M +59,660 New
Osaic Holdings
5
Osaic Holdings
Arizona
$743K -$21K -1,045 -3%
UBS Group
6
UBS Group
Switzerland
$592K -$61K -3,037 -10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$388K -$8.54K -425 -2%
IF
8
Intrua Financial
Texas
$305K +$66.2K +3,294 +29%
APW
9
Aurora Private Wealth
New Jersey
$215K +$4.96K +247 +2%
AWS
10
Atria Wealth Solutions
New York
$211K -$6.99K -348 -3%
CFGS
11
Concourse Financial Group Securities
Alabama
$150K +$15.1K +750 +12%
IA
12
IFP Advisors
Florida
$77.9K
S
13
SignatureFD
Georgia
$77.3K +$74.9K +3,729 New
LFG
14
Larson Financial Group
Missouri
$53.9K
NA
15
NewEdge Advisors
Louisiana
$53.9K
BFEC
16
Benjamin F. Edwards & Company
Missouri
$52K +$1.89K +94 +4%
Morgan Stanley
17
Morgan Stanley
New York
$38.4K -$37.2K -1,851 -50%
GRP
18
Global Retirement Partners
California
$29K
PA
19
PSI Advisors
Florida
$20.7K
HI
20
Harbour Investments
Wisconsin
$16K
GWSG
21
GPS Wealth Strategies Group
Colorado
$10.4K -$6.33K -315 -39%
Wells Fargo
22
Wells Fargo
California
$22 -$20 -1 -50%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$393K -19,851 Closed
WWA
24
WCG Wealth Advisors
Nevada
-$246K -12,432 Closed
TVAMP
25
Tennessee Valley Asset Management Partners
Tennessee
-$11.2K -566 Closed

FCEF Hedge Fund Activity: Q1 2024 in Review

22 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) for Q1 2024, worth a combined $16.9M — up 18% from $14.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FCEF and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $393K sold.

  • 22 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q1 2024, down from 23 in Q4 2023.
  • Funds reported $16.9M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q1 2024, up 18% quarter-over-quarter.
  • 2 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q1 2024 and 3 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $1.2M added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q1 2024 was Susquehanna International Group, an estimated $393K sold.

Based on aggregated 13F filings for Q1 2024.