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

26 hedge funds and large institutions have $24.9M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

24% more funds holding

Funds holding: 2126 (+5)

9% more capital invested

Capital invested by funds: $22.8M → $24.9M (+$2.1M)

0.45% more ownership

Funds ownership: 52.37%52.81% (+0.45%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
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
$9.85M +$24.9K +1,167 +0.3%
LPL Financial
2
LPL Financial
California
$5.2M -$20.3K -949 -0.4%
Raymond James Financial
3
Raymond James Financial
Florida
$2.72M +$77.8K +3,641 +3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.1M +$3.33K +156 +0.2%
Osaic Holdings
5
Osaic Holdings
Arizona
$911K +$230K +10,763 +36%
BAWC
6
Boyce & Associates Wealth Consulting
Texas
$864K +$195K +9,104 +31%
PWS
7
Proactive Wealth Strategies
Georgia
$644K -$12.9K -604 -2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$589K +$561K +26,245 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$542K +$45.8K +2,144 +10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$450K +$28K +1,311 +7%
APW
11
Aurora Private Wealth
New Jersey
$349K +$6.13K +287 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$256K +$244K +11,412 New
HI
13
Harbour Investments
Wisconsin
$87.2K +$66.7K +3,120 +405%
IA
14
IFP Advisors
Florida
$79.8K -$4.28K -200 -5%
AAS
15
Ameritas Advisory Services
Nebraska
$63.9K +$60.9K +2,850 New
LFG
16
Larson Financial Group
Missouri
$58.3K
NA
17
NewEdge Advisors
Louisiana
$58.3K
Morgan Stanley
18
Morgan Stanley
New York
$44.1K +$21 +1 +0.1%
GRP
19
Global Retirement Partners
California
$20.2K +$19.2K +900 New
DRP
20
Decker Retirement Planning
Utah
$17K +$16.2K +759 New
AWM
21
AE Wealth Management
Kansas
$14.2K +$13.6K +635 New
GWSG
22
GPS Wealth Strategies Group
Colorado
$11.2K
GWM
23
Geneos Wealth Management
Colorado
$10.9K -$10K -468 -49%
LIS
24
Legacy Investment Solutions
Idaho
$359 +$342 +16 New
LWMI
25
Legacy Wealth Management (Idaho)
Idaho
$359 +$342 +16 New

FCEF Hedge Fund Activity: Q2 2025 in Review

26 of the 7,596 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 2025, worth a combined $24.9M — up 9.2% from $22.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FCEF positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $561K. The largest seller was Old Mission Capital, exiting entirely with an estimated $243K sold.

  • 26 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q2 2025, up from 21 in Q1 2025.
  • Funds reported $24.9M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q2 2025, up 9.2% quarter-over-quarter.
  • 8 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q2 2025 and 3 closed out, a net change of +5 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $561K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q2 2025 was Old Mission Capital, an estimated $243K sold.

Based on aggregated 13F filings for Q2 2025.