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

34 hedge funds and large institutions have $38.4M invested in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $33.9M → $38.4M (+$4.5M)

6% more funds holding

Funds holding: 3234 (+2)

3.27% more ownership

Funds ownership: 50.76%54.03% (+3.3%)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11M +$1.67M +72,064 +17%
CIAS
2
Capital Investment Advisory Services
North Carolina
$10.6M +$293K +12,615 +3%
Raymond James Financial
3
Raymond James Financial
Florida
$3.03M +$152K +6,542 +5%
HI
4
Harbour Investments
Wisconsin
$2.21M +$1.53M +65,839 +204%
BAWC
5
Boyce & Associates Wealth Consulting
Texas
$1.89M +$545K +23,445 +39%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.81M +$554K +23,848 +42%
PWS
7
Proactive Wealth Strategies
Georgia
$1.27M +$661K +28,436 +102%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.26M -$464K -19,994 -26%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.07M +$139K +5,977 +14%
Osaic Holdings
10
Osaic Holdings
Arizona
$928K -$92K -3,961 -9%
SMC
11
Smith, Moore & Co
Missouri
$629K -$51.7K -2,225 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$469K +$207K +8,911 +75%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$419K -$349K -15,035 -45%
APW
14
Aurora Private Wealth
New Jersey
$375K -$95.3K -4,102 -20%
NA
15
NewEdge Advisors
Louisiana
$310K +$260K +11,195 +431%
IWC
16
Integrated Wealth Concepts
Massachusetts
$299K +$309K +13,298 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$234K +$241K +10,388 New
KAS
18
Kestra Advisory Services
Texas
$225K +$130K +5,594 +126%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$98.9K +$102K +4,395 New
IA
20
IFP Advisors
Florida
$75.6K
LFG
21
Larson Financial Group
Missouri
$58.5K
Morgan Stanley
22
Morgan Stanley
New York
$44.3K +$23 +1 +0.1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$24.2K
DRP
24
Decker Retirement Planning
Utah
$17.1K
AWM
25
AE Wealth Management
Kansas
$14.3K

FCEF Hedge Fund Activity: Q1 2026 in Review

34 of the 8,127 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 2026, worth a combined $38.4M — up 13% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FCEF positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.67M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $464K.

  • 34 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) as of Q1 2026, up from 32 in Q4 2025.
  • Funds reported $38.4M of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 6 funds opened new First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF positions in Q1 2026 and 3 closed out, a net change of +3 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF buyer in Q1 2026 was LPL Financial, an estimated $1.67M added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF seller in Q1 2026 was Cambridge Investment Research Advisors, an estimated $464K sold.

Based on aggregated 13F filings for Q1 2026.