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First Trust Income Opportunities ETF (FCEF) Institutional Ownership

First Trust Income Opportunities ETF logo
$21.63 -0.15 (-0.69%)
As of 01/7/2025 03:14 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)
9
Total
Institutional Inflows
(last 12 months)
$3.08M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$210.38K
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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
11/5/2024Proactive Wealth Strategies LLC28,556$636K0.4%N/A1.535%
10/24/2024Arkadios Wealth Advisors9,580$213K0.0%N/A0.532%
10/18/2024Raymond James & Associates106,889$2.38M0.0%-2.2%5.938%
10/8/2024Boyce & Associates Wealth Consulting Inc.14,272$318K0.3%+11.3%0.793%
7/26/2024Cambridge 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%
7/17/2024Aurora Private Wealth Inc.12,903$272K0.2%+24.0%0.755%
5/1/2024Concourse Financial Group Securities Inc.7,258$150K0.0%+11.5%0.468%
4/25/2024Capital Investment Advisory Services LLC410,924$8.51M0.9%+7.8%26.511%
2/2/2024Atria Wealth Solutions Inc.10,511$208K0.0%-32.0%0.720%
2/1/2024Capital Investment Advisory Services LLC381,321$7.54M0.7%+8.5%26.118%
1/30/2024Aurora 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%
11/8/2023Atria Wealth Solutions Inc.15,462$288K0.0%+40.2%1.059%
11/2/2023Capital 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%
10/23/2023Commonwealth Equity Services LLC14,289$266K0.0%-9.0%0.979%
8/3/2023Atria Wealth Solutions Inc.11,032$213K0.0%N/A0.811%
8/3/2023Larson Financial Group LLC2,600$50K0.0%N/A0.191%
7/31/2023LPL Financial LLC76,818$1.49M0.0%+2.3%5.648%
7/28/2023Capital 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%
4/21/2023Capital Investment Advisory Services LLC352,225$6.81M0.8%+7.0%25.899%
4/18/2023IFP Advisors Inc4,863$106K0.0%-46.3%0.358%
4/17/2023GPS 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%
2/8/2023Cambridge Investment Research Advisors Inc.13,939$269K0.0%+9.9%1.025%
2/7/2023Commonwealth Equity Services LLC11,047$213K0.0%-13.7%0.812%
2/7/2023LPL Financial LLC76,561$1.48M0.0%-10.8%5.629%
2/7/2023IFP Advisors Inc9,062$198K0.0%-27.7%0.666%
2/7/2023Envestnet Asset Management Inc.10,521$203K0.0%N/A0.774%
2/3/2023Capital Investment Advisory Services LLC329,132$6.36M0.8%+4.6%24.201%
10/26/2022Capital Investment Advisory Services LLC314,754$5.82M0.8%+4.4%24.212%
10/25/2022Raymond James & Associates30,677$567K0.0%+8.1%2.360%
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10/17/2022Cambridge Investment Research Advisors Inc.12,681$234K0.0%+8.2%0.975%
10/17/2022GPS Wealth Strategies Group LLC3,675$68K0.0%-25.0%0.283%
8/23/2022WCG Wealth Advisors LLC12,432$246K0.0%N/A0.888%
8/11/2022Magnus Financial Group LLC12,531$247K0.0%-12.2%0.895%
8/3/2022Sterling Manor Financial LLC29,557$584K0.7%-62.4%2.111%
7/22/2022Capital Investment Advisory Services LLC301,590$5.96M0.7%+4.3%21.542%
7/19/2022GPS Wealth Strategies Group LLC4,898$97K0.0%-13.4%0.350%
5/9/2022Concourse Financial Group Securities Inc.2,300$54K0.0%-22.6%0.158%
5/9/2022Herold Advisors Inc.2,600$61K0.0%N/A0.179%
5/9/2022Regal Investment Advisors LLC12,866$303K0.0%N/A0.884%
5/4/2022Prospera Financial Services Inc2,809$66K0.0%N/A0.193%
5/4/2022Commonwealth Equity Services LLC12,218$287K0.0%+11.1%0.840%
5/3/2022Capital Investment Advisory Services LLC289,148$6.81M0.7%+8.3%19.873%
4/21/2022Sterling Manor Financial LLC78,538$1.85M1.5%+0.9%5.398%
4/20/2022GPS Wealth Strategies Group LLC5,658$133K0.0%-21.8%0.389%
2/14/2022LPL 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%
2/4/2022Envestnet Asset Management Inc.8,495$218K0.0%N/A0.529%
2/3/2022Cambridge 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%
2/1/2022Capital Investment Advisory Services LLC266,968$6.84M0.8%+3.1%16.634%
1/31/2022Commonwealth Equity Services LLC10,999$281K0.0%+25.5%0.685%
1/21/2022Sterling Manor Financial LLC77,819$2.00M1.6%-1.0%5.004%
11/16/2021LPL 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%
11/2/2021Cambridge Investment Research Advisors Inc.13,938$345K0.0%+39.7%0.926%
10/29/2021Commonwealth Equity Services LLC8,767$216K0.0%N/A0.583%
10/28/2021Capital Investment Advisory Services LLC259,033$6.41M0.8%+2.6%17.211%
10/12/2021Koshinski Asset Management Inc.1,800$45K0.0%N/A0.120%
8/16/2021Royal Bank of Canada14,723$375K0.0%+26.8%1.012%
8/13/2021LPL Financial LLC103,701$2.64M0.0%+3.4%7.127%
8/11/2021Susquehanna International Group LLP29,328$747K0.0%+145.4%2.016%
8/10/2021Cambridge 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%
7/31/2021Sterling Manor Financial LLC78,848$2.01M1.6%-20.0%5.419%
7/31/2021IFP Advisors Inc9,588$244K0.0%-5.3%0.659%
7/27/2021Capital Investment Advisory Services LLC252,378$6.43M0.8%+9.3%17.346%
5/18/2021Citadel Advisors LLC43,097$1.03M0.0%+1.4%3.181%
5/12/2021UBS Group AG40,175$958K0.0%-42.5%2.965%
5/11/2021First Horizon Advisors Inc.1,185$28K0.0%N/A0.087%
5/5/2021Capital Investment Advisory Services LLC230,846$5.51M0.8%+8.7%16.430%
4/30/2021IFP Advisors Inc10,122$241K0.0%+11.7%0.720%
4/20/2021Sterling Manor Financial LLC98,501$2.35M2.1%-0.4%7.011%
4/15/2021GPS Wealth Strategies Group LLC7,438$177K0.1%N/A0.529%
3/26/2021Susquehanna International Group LLP10,843$244K0.0%N/A0.800%
Kamala’s final humiliation (Ad)

These ten investments legendary financial analyst Porter Stansberry is exposing after he spent time at Mar-a-Lago with some of Trump’s advisors – and even met with the President-elect himself. The ten investments he says he’s urging his friends and family to make before Jan 20.

These are Trump’s Secret Stocks.
2/12/2021Raymond James Financial Services Advisors Inc.18,803$424K0.0%-26.2%1.338%
2/12/2021LPL Financial LLC125,031$2.82M0.0%-9.7%8.899%
2/2/2021Proequities Inc.2,970$67K0.0%-76.7%0.211%
2/1/2021Sterling Manor Financial LLC98,919$2.23M2.1%N/A7.040%
1/25/2021IFP Advisors Inc9,058$203K0.0%-11.5%0.645%
1/25/2021Capital Investment Advisory Services LLC212,391$4.79M0.7%+6.3%15.117%
(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, 18 institutional investors and hedge funds held shares of First Trust Income Opportunities ETF. The most heavily invested institutionals were Capital Investment Advisory Services LLC ($8.51M), Kestra Advisory Services LLC ($2.46M), Raymond James & Associates ($2.38M), LPL Financial LLC ($1.49M), Cambridge Investment Research Advisors Inc. ($1.42M), Proactive Wealth Strategies LLC ($636K), and Raymond James Financial Services Advisors Inc. ($379K).Learn more on FCEF's institutional investors.

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

Of the 16 institutional investors that purchased First Trust Income Opportunities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kestra Advisory Services LLC ($131.80K), Capital Investment Advisory Services LLC ($105.49K), Raymond James & Associates ($82.95K), Proactive Wealth Strategies LLC ($28.56K), Freedom Wealth Alliance LLC ($19.73K), Raymond James Financial Services Advisors Inc. ($19.14K), and Atria Wealth Solutions Inc. ($15.46K).

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

Institutional investors have bought a total of 453,661 shares in the last 24 months. This purchase volume represents approximately $11.13M in transactions.

Which First Trust Income Opportunities ETF 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 ($9.32K), LPL Financial LLC ($9.32K), Raymond James & Associates ($8.52K), IFP Advisors Inc ($7.68K), Atria Wealth Solutions Inc. ($4.95K), and Commonwealth Equity Services LLC ($3.16K).

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

Institutional investors have sold a total of 42,940 shares in the last 24 months. This volume of shares sold represents approximately $1.26M in transactions.


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This page (NASDAQ:FCEF) was last updated on 1/8/2025 by MarketBeat.com Staff
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