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

21 hedge funds and large institutions have $22.8M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

9% more capital invested

Capital invested by funds: $20.9M → $22.8M (+$1.93M)

1.05% less ownership

Funds ownership: 53.41%52.37% (-1%)

9% less funds holding

Funds holding: 2321 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
5
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
$9.5M -$66.5K -3,032 -0.7%
LPL Financial
2
LPL Financial
California
$5.05M +$1.65M +75,123 +48%
Raymond James Financial
3
Raymond James Financial
Florida
$2.55M -$179K -8,174 -7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.03M +$311K +14,185 +18%
Osaic Holdings
5
Osaic Holdings
Arizona
$648K -$25.9K -1,181 -4%
BAWC
6
Boyce & Associates Wealth Consulting
Texas
$638K +$94.5K +4,312 +17%
PWS
7
Proactive Wealth Strategies
Georgia
$636K +$6.69K +305 +1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$478K +$483K +22,025 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$407K -$5.83K -266 -1%
APW
10
Aurora Private Wealth
New Jersey
$331K +$6.12K +279 +2%
OMC
11
Old Mission Capital
Illinois
$243K +$245K +11,181 New
IA
12
IFP Advisors
Florida
$81.6K
LFG
13
Larson Financial Group
Missouri
$56.4K
NA
14
NewEdge Advisors
Louisiana
$56.4K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$43K +$37.7K +1,722 +683%
Morgan Stanley
16
Morgan Stanley
New York
$42.7K -$22 -1 -0.1%
GWM
17
Geneos Wealth Management
Colorado
$20.7K +$10.6K +485 +103%
HI
18
Harbour Investments
Wisconsin
$16.7K
GWSG
19
GPS Wealth Strategies Group
Colorado
$10.8K
DWM
20
Darwin Wealth Management
Florida
$302
Wells Fargo
21
Wells Fargo
California
$19
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$473K -21,881 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
-$165K -7,405 Closed
PA
24
PSI Advisors
Florida
-$21.6K -1,000 Closed

FCEF Hedge Fund Activity: Q1 2025 in Review

21 of the 7,459 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 2025, worth a combined $22.8M — up 9.3% from $20.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FCEF and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.

The largest buyer was LPL Financial, adding an estimated $1.65M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $473K sold.

  • 21 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q1 2025, down from 23 in Q4 2024.
  • Funds reported $22.8M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q1 2025, up 9.3% quarter-over-quarter.
  • 2 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q1 2025 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 2025 was LPL Financial, an estimated $1.65M added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q1 2025 was Susquehanna International Group, an estimated $473K sold.

Based on aggregated 13F filings for Q1 2025.