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First Trust Income Opportunities ETF (FCEF) Institutional Ownership

First Trust Income Opportunities ETF logo
$24.01 +0.03 (+0.13%)
As of 07/2/2026 03:58 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)
18
Total
Institutional Inflows
(last 12 months)
$5.88M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$332.54K
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Skip Chart & View Institutional Buying and Selling Data

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
6/3/2026NewEdge Advisors LLC13,795$310K0.0%+430.6%0.438%
5/19/2026Western Wealth Management LLC2,248$51K0.0%N/A0.071%
5/19/2026NewEdge Advisors LLC11,195$252K0.0%+330.6%0.355%
5/13/2026Cetera Investment Advisers47,416$1.07M0.0%+14.4%1.505%
4/30/2026Kestra Advisory Services LLC10,019$225K0.0%+126.4%0.318%
4/22/2026Janney Montgomery Scott LLC10,388$234K0.0%N/A0.330%
4/16/2026Aurora Private Wealth Inc.16,321$375K0.3%-20.1%0.518%
2/17/2026Cetera Investment Advisers41,439$952K0.0%+19.2%1.405%
2/17/2026Osaic Holdings Inc.45,192$1.04M0.0%+7.7%1.532%
2/13/2026Kestra Advisory Services LLC4,425$102K0.0%N/A0.150%
2/12/2026Commonwealth Equity Services LLC56,788$1.30M0.0%+58.8%1.925%
2/11/2026LPL Financial LLC415,261$9.54M0.0%-1.6%14.077%
2/9/2026Harbour Investments Inc.32,210$740K0.0%+104.9%1.092%
2/5/2026Proactive Wealth Strategies LLC27,957$642K0.3%-6.6%0.948%
2/3/2026International Assets Investment Management LLC18,005$414K0.0%N/A0.610%
2/2/2026Aurora Private Wealth Inc.20,423$469K0.3%N/A0.692%
1/23/2026Smith Moore & CO.30,175$693K0.1%+153.0%1.041%
1/21/2026Capital Investment Advisory Services LLC457,362$10.51M0.7%+2.8%15.771%
1/20/2026Boyce & Associates Wealth Consulting Inc.60,686$1.39M1.2%+1.1%2.093%
11/17/2025Susquehanna International Group LLP25,190$576K0.0%-4.0%0.913%
11/14/2025Raymond James Financial Inc.126,954$2.91M0.0%+4.8%4.600%
11/12/2025Smith Moore & CO.11,925$273K0.0%N/A0.432%
11/6/2025Ameritas Advisory Services LLC3,758$86K0.0%+31.9%0.136%
11/6/2025Proactive Wealth Strategies LLC29,927$685K0.3%+4.3%1.084%
11/5/2025Capital Investment Advisory Services LLC444,899$10.18M0.8%+1.3%16.120%
11/3/2025GPS Wealth Strategies Group LLC2,748$63K0.0%+449.6%0.100%
10/22/2025Boyce & Associates Wealth Consulting Inc.60,004$1.37M1.1%+55.8%2.264%
9/4/2025Osaic Holdings Inc.40,618$911K0.0%+36.1%1.797%
8/14/2025Raymond James Financial Inc.121,098$2.72M0.0%+3.1%5.358%
8/13/2025Proactive Wealth Strategies LLC28,701$644K0.3%-2.1%1.270%
8/8/2025Cetera Investment Advisers24,169$542K0.0%+9.7%1.069%
8/1/2025Envestnet Asset Management Inc.11,412$256K0.0%N/A0.505%
7/28/2025Harbour Investments Inc.3,890$87K0.0%+405.2%0.177%
7/21/2025Ameritas Advisory Services LLC2,850$64K0.0%N/A0.133%
7/15/2025Boyce & Associates Wealth Consulting Inc.38,514$864K0.8%+31.0%1.791%
5/15/2025OLD Mission Capital LLC11,181$243K0.0%N/A0.556%
5/7/2025LPL Financial LLC232,822$5.05M0.0%+47.6%11.583%
5/6/2025Cetera Investment Advisers22,025$478K0.0%N/A1.096%
5/2/2025Boyce & Associates Wealth Consulting Inc.29,410$638K0.6%+17.2%1.463%
4/29/2025Capital Investment Advisory Services LLC437,889$9.50M0.8%-0.7%21.786%
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4/22/2025Cambridge 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%
2/11/2025LPL Financial LLC157,699$3.41M0.0%+7.9%8.300%
2/10/2025Commonwealth Equity Services LLC19,026$411K0.0%+108.2%1.001%
2/6/2025Raymond James Financial Inc.125,631$2.72M0.0%N/A6.612%
1/23/2025Capital Investment Advisory Services LLC440,921$9.53M0.9%-1.8%23.705%
1/22/2025Aurora Private Wealth Inc.15,001$324K0.2%+14.2%0.807%
1/13/2025Boyce & Associates Wealth Consulting Inc.25,098$542K0.5%+75.9%1.394%
11/5/2024Proactive Wealth Strategies LLC28,556$636K0.4%N/A1.535%
10/24/2024Arkadios 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%
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%
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Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

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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%


FCEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of First Trust Income Opportunities ETF. The most heavily invested institutionals were Capital Investment Advisory Services LLC ($10.51M), LPL Financial LLC ($9.54M), Raymond James Financial Inc. ($2.91M), Raymond James & Associates ($2.38M), Cambridge Investment Research Advisors Inc. ($2.03M), Boyce & Associates Wealth Consulting Inc. ($1.39M), and Commonwealth Equity Services LLC ($1.30M).Learn more on First Trust Income Opportunities ETF's institutional investors.

Of the 23 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. ($260.76K), LPL Financial LLC ($86.68K), Boyce & Associates Wealth Consulting Inc. ($47.86K), Cetera Investment Advisers ($36.81K), Commonwealth Equity Services LLC ($30.92K), Smith Moore & CO. ($30.18K), and Proactive Wealth Strategies LLC ($29.78K).

Institutional investors have bought a total of 258,172 shares in the last 24 months. This purchase volume represents approximately $5.88M in transactions.

The following institutional investors have sold First Trust Income Opportunities ETF stock in the last 24 months: LPL Financial LLC ($6.85K), Aurora Private Wealth Inc. ($4.10K), Proactive Wealth Strategies LLC ($2.57K), and Susquehanna International Group LLP ($1.06K).

Institutional investors have sold a total of 14,580 shares in the last 24 months. This volume of shares sold represents approximately $332.54K in transactions.


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This page (NASDAQ:FCEF) was last updated on 7/6/2026 by MarketBeat.com Staff.
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