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First Trust Income Opportunities ETF (FCEF) Institutional Ownership

First Trust Income Opportunities ETF logo
$22.58 -0.01 (-0.04%)
Closing price 03:47 PM Eastern
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$22.55 -0.03 (-0.13%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Income Opportunities ETF (NASDAQ:FCEF)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$10.44M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$309.74K
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FCEF Institutional Buying and Selling by Quarter

First Trust Income Opportunities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Proactive Wealth Strategies LLC28,701$644K0.3%-2.1%1.270%
8/8/2025 Cetera Investment Advisers24,169$542K0.0%+9.7%1.069%
8/1/2025 Envestnet Asset Management Inc.11,412$256K0.0%N/A0.505%
7/28/2025 Harbour Investments Inc.3,890$87K0.0%+405.2%0.177%
7/21/2025 Ameritas Advisory Services LLC2,850$64K0.0%N/A0.133%
7/15/2025 Boyce & Associates Wealth Consulting Inc.38,514$864K0.8%+31.0%1.791%
5/15/2025OLD Mission Capital LLC11,181$243K0.0%N/A0.556%
5/7/2025 LPL Financial LLC232,822$5.05M0.0%+47.6%11.583%
5/6/2025 Cetera Investment Advisers22,025$478K0.0%N/A1.096%
5/2/2025 Boyce & Associates Wealth Consulting Inc.29,410$638K0.6%+17.2%1.463%
4/29/2025 Capital Investment Advisory Services LLC437,889$9.50M0.8%-0.7%21.786%
4/22/2025 Cambridge Investment Research Advisors Inc.93,413$2.03M0.0%+17.9%4.647%
2/13/2025Raymond James Financial Inc.125,631$2.72M0.0%N/A6.612%
2/11/2025 LPL Financial LLC157,699$3.41M0.0%+7.9%8.300%
2/10/2025 Commonwealth Equity Services LLC19,026$411K0.0%+108.2%1.001%
2/6/2025Raymond James Financial Inc.125,631$2.72M0.0%N/A6.612%
1/23/2025 Capital Investment Advisory Services LLC440,921$9.53M0.9%-1.8%23.705%
1/22/2025 Aurora Private Wealth Inc.15,001$324K0.2%+14.2%0.807%
1/13/2025 Boyce & Associates Wealth Consulting Inc.25,098$542K0.5%+75.9%1.394%
11/5/2024Proactive Wealth Strategies LLC28,556$636K0.4%N/A1.535%
10/24/2024 Arkadios Wealth Advisors9,580$213K0.0%N/A0.532%
10/18/2024Raymond James & Associates106,889$2.38M0.0%-2.2%5.938%
10/8/2024 Boyce & Associates Wealth Consulting Inc.14,272$318K0.3%+11.3%0.793%
7/26/2024 Cambridge Investment Research Advisors Inc.67,271$1.42M0.0%+12.8%3.934%
7/19/2024Raymond James & Associates109,265$2.30M0.0%+8.9%6.390%
7/17/2024 Aurora Private Wealth Inc.12,903$272K0.2%+24.0%0.755%
5/1/2024 Concourse Financial Group Securities Inc.7,258$150K0.0%+11.5%0.468%
4/25/2024 Capital Investment Advisory Services LLC410,924$8.51M0.9%+7.8%26.511%
2/2/2024 Atria Wealth Solutions Inc.10,511$208K0.0%-32.0%0.720%
2/1/2024 Capital Investment Advisory Services LLC381,321$7.54M0.7%+8.5%26.118%
1/30/2024 Aurora Private Wealth Inc.10,161$201K0.2%N/A0.726%
1/16/2024Raymond James Financial Services Advisors Inc.19,136$379K0.0%N/A1.367%
1/16/2024Raymond James & Associates98,577$1.95M0.0%-3.0%7.041%
11/13/2023Kestra Advisory Services LLC131,796$2.46M0.0%N/A9.027%
11/8/2023 Atria Wealth Solutions Inc.15,462$288K0.0%+40.2%1.059%
11/2/2023 Capital Investment Advisory Services LLC351,484$6.55M0.6%-2.6%24.074%
10/30/2023Freedom Wealth Alliance LLC11,567$216K0.4%+10.7%0.792%
10/24/2023Raymond James & Associates101,585$1.89M0.0%+7.6%6.958%
10/23/2023 Commonwealth Equity Services LLC14,289$266K0.0%-9.0%0.979%
8/3/2023 Atria Wealth Solutions Inc.11,032$213K0.0%N/A0.811%
New law could create $3.7 trillion tsunami. (Ad)

During a meeting in Washington D.C., Jeff Brown discovered a bold initiative. He calls it “President Trump’s Project MAFA,” and it could soon return America to a “new” gold standard. The Trump administration, Wall Street, and Silicon Valley are all pushing it forward. The President himself calls the plan “incredible.” Already, it’s helping small plays jump as high as 300%, 318%, 520%, and even 600%.

You can watch it right here.
8/3/2023 Larson Financial Group LLC2,600$50K0.0%N/A0.191%
7/31/2023 LPL Financial LLC76,818$1.49M0.0%+2.3%5.648%
7/28/2023 Capital Investment Advisory Services LLC360,806$6.98M0.7%+2.4%26.530%
7/25/2023Raymond James & Associates94,412$1.83M0.0%+12.2%6.942%
7/18/2023Freedom Wealth Alliance LLC10,446$204K0.3%N/A0.746%
4/21/2023 Capital Investment Advisory Services LLC352,225$6.81M0.8%+7.0%25.899%
4/18/2023 IFP Advisors Inc4,863$106K0.0%-46.3%0.358%
4/17/2023 GPS Wealth Strategies Group LLC2,365$46K0.0%N/A0.174%
4/14/2023Raymond James & Associates84,154$1.63M0.0%-3.6%6.188%
2/15/2023Freedom Wealth Alliance LLC8,165$158K0.2%N/A0.600%
2/8/2023Raymond James & Associates87,290$1.69M0.0%+184.5%6.418%
2/8/2023 Cambridge Investment Research Advisors Inc.13,939$269K0.0%+9.9%1.025%
2/7/2023 Commonwealth Equity Services LLC11,047$213K0.0%-13.7%0.812%
2/7/2023 LPL Financial LLC76,561$1.48M0.0%-10.8%5.629%
2/7/2023 IFP Advisors Inc9,062$198K0.0%-27.7%0.666%
2/7/2023 Envestnet Asset Management Inc.10,521$203K0.0%N/A0.774%
2/3/2023 Capital Investment Advisory Services LLC329,132$6.36M0.8%+4.6%24.201%
10/26/2022 Capital Investment Advisory Services LLC314,754$5.82M0.8%+4.4%24.212%
10/25/2022Raymond James & Associates30,677$567K0.0%+8.1%2.360%
10/17/2022 Cambridge Investment Research Advisors Inc.12,681$234K0.0%+8.2%0.975%
10/17/2022 GPS Wealth Strategies Group LLC3,675$68K0.0%-25.0%0.283%
8/23/2022WCG Wealth Advisors LLC12,432$246K0.0%N/A0.888%
8/11/2022 Magnus Financial Group LLC12,531$247K0.0%-12.2%0.895%
8/3/2022 Sterling Manor Financial LLC29,557$584K0.7%-62.4%2.111%
7/22/2022 Capital Investment Advisory Services LLC301,590$5.96M0.7%+4.3%21.542%
7/19/2022 GPS Wealth Strategies Group LLC4,898$97K0.0%-13.4%0.350%
5/9/2022 Concourse Financial Group Securities Inc.2,300$54K0.0%-22.6%0.158%
5/9/2022Herold Advisors Inc.2,600$61K0.0%N/A0.179%
5/9/2022 Regal Investment Advisors LLC12,866$303K0.0%N/A0.884%
5/4/2022 Prospera Financial Services Inc2,809$66K0.0%N/A0.193%
5/4/2022 Commonwealth Equity Services LLC12,218$287K0.0%+11.1%0.840%
5/3/2022 Capital Investment Advisory Services LLC289,148$6.81M0.7%+8.3%19.873%
4/21/2022 Sterling Manor Financial LLC78,538$1.85M1.5%+0.9%5.398%
4/20/2022 GPS Wealth Strategies Group LLC5,658$133K0.0%-21.8%0.389%
2/14/2022 LPL Financial LLC166,358$4.27M0.0%+3.2%10.698%
2/8/2022Raymond James Financial Services Advisors Inc.11,716$300K0.0%-31.5%0.730%
2/8/2022BlackDiamond Wealth Management Inc.8,921$229K0.3%N/A0.556%
2/8/2022Raymond James & Associates80,749$2.07M0.0%+4.1%5.031%
2/4/2022 Envestnet Asset Management Inc.8,495$218K0.0%N/A0.529%
2/3/2022 Cambridge Investment Research Advisors Inc.14,760$378K0.0%+5.9%0.920%
2/3/2022Advisor Group Holdings Inc.5,578$143K0.0%-34.6%0.348%
2/1/2022 Capital Investment Advisory Services LLC266,968$6.84M0.8%+3.1%16.634%
1/31/2022 Commonwealth Equity Services LLC10,999$281K0.0%+25.5%0.685%
1/21/2022 Sterling Manor Financial LLC77,819$2.00M1.6%-1.0%5.004%
11/16/2021 LPL Financial LLC161,209$3.99M0.0%+55.5%10.712%
11/10/2021HAP Trading LLC14,019$347K0.0%N/A0.931%
11/5/2021Advisor Group Holdings Inc.8,534$211K0.0%-9.2%0.567%
11/3/2021Herold Advisors Inc.1,100$27K0.0%N/A0.073%
11/2/2021Raymond James & Associates77,535$1.92M0.0%-1.1%5.152%
11/2/2021 Cambridge Investment Research Advisors Inc.13,938$345K0.0%+39.7%0.926%
New law could create $3.7 trillion tsunami. (Ad)

During a meeting in Washington D.C., Jeff Brown discovered a bold initiative. He calls it “President Trump’s Project MAFA,” and it could soon return America to a “new” gold standard. The Trump administration, Wall Street, and Silicon Valley are all pushing it forward. The President himself calls the plan “incredible.” Already, it’s helping small plays jump as high as 300%, 318%, 520%, and even 600%.

You can watch it right here.
10/29/2021 Commonwealth Equity Services LLC8,767$216K0.0%N/A0.583%
10/28/2021 Capital Investment Advisory Services LLC259,033$6.41M0.8%+2.6%17.211%
10/12/2021 Koshinski Asset Management Inc.1,800$45K0.0%N/A0.120%
8/16/2021Royal Bank of Canada14,723$375K0.0%+26.8%1.012%
8/13/2021 LPL Financial LLC103,701$2.64M0.0%+3.4%7.127%
8/11/2021Susquehanna International Group LLP29,328$747K0.0%+145.4%2.016%
8/10/2021 Cambridge Investment Research Advisors Inc.9,976$254K0.0%N/A0.686%
8/2/2021Advisor Group Holdings Inc.9,401$239K0.0%+16.0%0.646%
7/31/2021 IFP Advisors Inc9,588$244K0.0%-5.3%0.659%
(Data available from 1/1/2016 forward)

FCEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCEF shares?

During the previous two years, 20 institutional investors and hedge funds held shares of First Trust Income Opportunities ETF. The most heavily invested institutionals were Capital Investment Advisory Services LLC ($9.50M), LPL Financial LLC ($5.05M), Raymond James Financial Inc. ($2.72M), Kestra Advisory Services LLC ($2.46M), Raymond James & Associates ($2.38M), Cambridge Investment Research Advisors Inc. ($2.03M), and Boyce & Associates Wealth Consulting Inc. ($864K).Learn more on First Trust Income Opportunities ETF's institutional investors.

Which institutional investors have been buying First Trust Income Opportunities ETF's stock?

Of the 20 institutional investors that purchased First Trust Income Opportunities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($254.90K), Kestra Advisory Services LLC ($131.80K), LPL Financial LLC ($86.68K), Capital Investment Advisory Services LLC ($59.44K), Proactive Wealth Strategies LLC ($28.56K), Boyce & Associates Wealth Consulting Inc. ($25.69K), and Cetera Investment Advisers ($24.17K).

How much institutional buying is happening at First Trust Income Opportunities ETF?

Institutional investors have bought a total of 484,080 shares in the last 24 months. This purchase volume represents approximately $10.52M in transactions.

Which of First Trust Income Opportunities ETF's major shareholders have been selling company stock?

The following institutional investors have sold First Trust Income Opportunities ETF stock in the last 24 months: Capital Investment Advisory Services LLC ($11.25K), Raymond James & Associates ($2.38K), and Proactive Wealth Strategies LLC ($604.00).

How much institutional selling is happening at First Trust Income Opportunities ETF?

Institutional investors have sold a total of 14,225 shares in the last 24 months. This volume of shares sold represents approximately $309.74K in transactions.


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This page (NASDAQ:FCEF) was last updated on 8/14/2025 by MarketBeat.com Staff
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