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

23 hedge funds and large institutions have $18.9M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

12% more capital invested

Capital invested by funds: $16.9M → $18.9M (+$1.95M)

5% more funds holding

Funds holding: 2223 (+1)

0.08% less ownership

Funds ownership: 54.06%53.98% (-0.08%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1
Capital Investment Advisory Services
North Carolina
$9.02M +$363K +17,627 +4%
LPL Financial
2
LPL Financial
California
$2.31M +$226K +10,971 +11%
RJA
3
Raymond James & Associates
Florida
$2.3M +$183K +8,901 +9%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.42M +$157K +7,611 +13%
Osaic Holdings
5
Osaic Holdings
Arizona
$710K -$44.1K -2,143 -6%
UBS Group
6
UBS Group
Switzerland
$602K +$412 +20 +0.1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$516K +$505K +24,538 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$424K +$29.5K +1,435 +8%
IF
9
Intrua Financial
Texas
$293K -$15.7K -762 -5%
APW
10
Aurora Private Wealth
New Jersey
$272K +$51.3K +2,495 +24%
BAWC
11
Boyce & Associates Wealth Consulting
Texas
$270K +$264K +12,823 New
AWS
12
Atria Wealth Solutions
New York
$214K
CFGS
13
Concourse Financial Group Securities
Alabama
$153K
IA
14
IFP Advisors
Florida
$79.1K
LFG
15
Larson Financial Group
Missouri
$54.7K
NA
16
NewEdge Advisors
Louisiana
$54.7K
BFEC
17
Benjamin F. Edwards & Company
Missouri
$53K -$123 -6 -0.2%
Morgan Stanley
18
Morgan Stanley
New York
$39K
GRP
19
Global Retirement Partners
California
$29.5K
PA
20
PSI Advisors
Florida
$21K
HI
21
Harbour Investments
Wisconsin
$16.2K
GWSG
22
GPS Wealth Strategies Group
Colorado
$10.5K
Wells Fargo
23
Wells Fargo
California
$33 +$21 +1 +100%
S
24
SignatureFD
Georgia
-$77.3K -3,729 Closed

FCEF Hedge Fund Activity: Q2 2024 in Review

23 of the 6,925 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 2024, worth a combined $18.9M — up 12% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FCEF positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $505K. The largest seller was SignatureFD, exiting entirely with an estimated $77.3K sold.

  • 23 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q2 2024, up from 22 in Q1 2024.
  • Funds reported $18.9M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 2 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q2 2024 and 1 closed out, a net change of +1 holder.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $505K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q2 2024 was SignatureFD, an estimated $77.3K sold.

Based on aggregated 13F filings for Q2 2024.