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

32 hedge funds and large institutions have $33.9M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

14% more funds holding

Funds holding: 2832 (+4)

7% more capital invested

Capital invested by funds: $31.5M → $33.9M (+$2.35M)

3.17% less ownership

Funds ownership: 53.94%50.76% (-3.2%)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
4
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
$10.5M +$284K +12,463 +3%
LPL Financial
2
LPL Financial
California
$9.54M -$156K -6,849 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$2.94M +$26.6K +1,168 +0.9%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.74M -$452K -19,853 -21%
BAWC
5
Boyce & Associates Wealth Consulting
Texas
$1.39M +$15.5K +682 +1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.3M +$479K +21,030 +59%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.04M +$73.2K +3,213 +8%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$952K +$152K +6,664 +19%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$773K +$192K +8,442 +34%
HI
10
Harbour Investments
Wisconsin
$740K +$376K +16,490 +105%
SMC
11
Smith, Moore & Co
Missouri
$693K +$416K +18,250 +153%
PWS
12
Proactive Wealth Strategies
Georgia
$642K -$44.9K -1,970 -7%
APW
13
Aurora Private Wealth
New Jersey
$469K +$465K +20,423 New
IAIM
14
International Assets Investment Management
Florida
$414K +$410K +18,005 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$274K +$4.63K +203 +2%
KAS
16
Kestra Advisory Services
Texas
$102K +$101K +4,425 New
IA
17
IFP Advisors
Florida
$77.2K
LFG
18
Larson Financial Group
Missouri
$59.7K
NA
19
NewEdge Advisors
Louisiana
$59.7K
Morgan Stanley
20
Morgan Stanley
New York
$45.2K -$23 -1 -0.1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$24.7K
GRP
22
Global Retirement Partners
California
$20.7K
DRP
23
Decker Retirement Planning
Utah
$17.4K
AWM
24
AE Wealth Management
Kansas
$14.6K
GWM
25
Geneos Wealth Management
Colorado
$11.6K +$205 +9 +2%

FCEF Hedge Fund Activity: Q4 2025 in Review

32 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) for Q4 2025, worth a combined $33.9M — up 7.4% from $31.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FCEF positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $479K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $452K.

  • 32 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q4 2025, up from 28 in Q3 2025.
  • Funds reported $33.9M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q4 2025, up 7.4% quarter-over-quarter.
  • 7 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q4 2025 and 3 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q4 2025 was Commonwealth Equity Services, an estimated $479K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q4 2025 was Cambridge Investment Research Advisors, an estimated $452K sold.

Based on aggregated 13F filings for Q4 2025.