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

27 hedge funds and large institutions have $21.5M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

17% more funds holding

Funds holding: 2327 (+4)

14% more capital invested

Capital invested by funds: $18.9M → $21.5M (+$2.63M)

0.71% less ownership

Funds ownership: 53.98%53.27% (-0.71%)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
8
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
$10M +$444K +20,583 +5%
LPL Financial
2
LPL Financial
California
$3.26M +$782K +36,207 +33%
RJA
3
Raymond James & Associates
Florida
$2.38M -$51.3K -2,376 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.56M +$61.5K +2,850 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$718K -$32.5K -1,507 -4%
PWS
6
Proactive Wealth Strategies
Georgia
$636K +$617K +28,556 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$383K -$159K -7,348 -30%
BAWC
8
Boyce & Associates Wealth Consulting
Texas
$318K +$31.3K +1,449 +11%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$317K -$128K -5,930 -29%
APW
10
Aurora Private Wealth
New Jersey
$293K +$5.05K +234 +2%
IF
11
Intrua Financial
Texas
$245K -$64.2K -2,972 -21%
AWS
12
Atria Wealth Solutions
New York
$220K -$6.54K -303 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$214K +$207K +9,603 New
AWA
14
Arkadios Wealth Advisors
Georgia
$213K +$207K +9,580 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$204K +$197K +9,138 New
CFGS
16
Concourse Financial Group Securities
Alabama
$162K
IA
17
IFP Advisors
Florida
$83.8K
LFG
18
Larson Financial Group
Missouri
$57.9K
NA
19
NewEdge Advisors
Louisiana
$57.9K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$43K +$41.8K +1,938 New
Morgan Stanley
21
Morgan Stanley
New York
$41.3K
PA
22
PSI Advisors
Florida
$22.3K
GRP
23
Global Retirement Partners
California
$20.1K -$10.8K -500 -36%
HI
24
Harbour Investments
Wisconsin
$17.2K
GWSG
25
GPS Wealth Strategies Group
Colorado
$11.1K

FCEF Hedge Fund Activity: Q3 2024 in Review

27 of the 6,965 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 2024, worth a combined $21.5M — up 14% from $18.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FCEF positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $782K. The largest seller was UBS Group, exiting entirely with an estimated $602K sold.

  • 27 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q3 2024, up from 23 in Q2 2024.
  • Funds reported $21.5M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 6 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q3 2024 and 1 closed out, a net change of +5 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q3 2024 was LPL Financial, an estimated $782K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q3 2024 was UBS Group, an estimated $602K sold.

Based on aggregated 13F filings for Q3 2024.