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

28 hedge funds and large institutions have $31.5M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 2

26% more capital invested

Capital invested by funds: $24.9M → $31.5M (+$6.6M)

8% more funds holding

Funds holding: 26 → 28 (+2)

1.13% more ownership

Funds ownership: 52.81% → 53.94% (+1.1%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.31M
2
BAWC
Boyce & Associates Wealth Consulting
Texas
+$486K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$355K
4
SMC
Smith, Moore & Co
Missouri
+$270K
5
HI
Harbour Investments
Wisconsin
+$268K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$23.9K
2
IA
IFP Advisors
Florida
-$4.53K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1
Capital Investment Advisory Services
North Carolina
$10.2M +$132K +5,843 +1%
LPL Financial
2
LPL Financial
California
$9.66M +$4.31M +190,237 +82%
Raymond James Financial
3
Raymond James Financial
Florida
$2.9M +$133K +5,856 +5%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.19M +$48.4K +2,139 +2%
BAWC
5
Boyce & Associates Wealth Consulting
Texas
$1.37M +$486K +21,490 +56%
Osaic Holdings
6
Osaic Holdings
Arizona
$957K +$30.8K +1,361 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$818K +$355K +15,687 +78%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$796K +$240K +10,606 +44%
PWS
9
Proactive Wealth Strategies
Georgia
$685K +$27.7K +1,226 +4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$576K -$23.9K -1,055 -4%
HI
11
Harbour Investments
Wisconsin
$360K +$268K +11,830 +304%
SMC
12
Smith, Moore & Co
Missouri
$273K +$270K +11,925 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$269K +$7.33K +324 +3%
AAS
14
Ameritas Advisory Services
Nebraska
$86K +$20.5K +908 +32%
IA
15
IFP Advisors
Florida
$76.9K -$4.53K -200 -6%
GWSG
16
GPS Wealth Strategies Group
Colorado
$62.9K +$50.9K +2,248 +450%
LFG
17
Larson Financial Group
Missouri
$59.5K – – –
NA
18
NewEdge Advisors
Louisiana
$59.5K – – –
Morgan Stanley
19
Morgan Stanley
New York
$45.1K +$23 +1 +0.1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$24.6K +$24.3K +1,074 New
GRP
21
Global Retirement Partners
California
$20.6K – – –
DRP
22
Decker Retirement Planning
Utah
$17.4K – – –
AWM
23
AE Wealth Management
Kansas
$14.5K – – –
ASN
24
Advisory Services Network
Georgia
$11.4K +$11.3K +500 New
GWM
25
Geneos Wealth Management
Colorado
$11.3K +$204 +9 +2%
1
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FCEF Hedge Fund Activity: Q3 2025 in Review

28 of the 7,621 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 2025, worth a combined $31.5M — up 26% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FCEF positions and 0 closed out — a net gain of 4 holders — while 15 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.31M. The largest seller was Susquehanna International Group, cutting an estimated $23.9K.

  • 28 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q3 2025, up from 26 in Q2 2025.
  • Funds reported $31.5M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q3 2025, up 26% quarter-over-quarter.
  • 4 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q3 2025 and 0 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q3 2025 was LPL Financial, an estimated $4.31M added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q3 2025 was Susquehanna International Group, an estimated $23.9K sold.

Based on aggregated 13F filings for Q3 2025.