Go Pro
→ Elon's next move will be bigger than the IPO – and it could happen any day now (From Brownstone Research) (Ad)tc pixel Free FCEF Stock Alerts

First Trust Income Opportunities ETF (FCEF) Institutional Ownership

First Trust Income Opportunities ETF logo
$23.75 +0.02 (+0.08%)
As of 07/17/2026 03:59 PM Eastern
Compare

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)
$5.68M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$332.54K
Get FCEF Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Income Opportunities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FCEF Institutional Buying and Selling by Quarter

First Trust Income Opportunities ETF Major Shareholders & Ownership History

Export
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%
Elon's next move will be bigger than the IPO – and it could happen any day now (Ad)

Hedge fund legend Larry Benedict - who delivered a 279% return on cash in 2025 and went on a 20-year winning streak - says the SpaceX IPO wasn't the main event. It was the trigger. He's identified what he calls the 'Final Phase of Elon's Master Plan,' and one specific ticker he believes could see billions forced into it within days. It's not SpaceX, Tesla, or any company you'd associate with Elon Musk. Larry is revealing the ticker free today.tc pixel

Watch Larry Benedict's presentation and get the one ticker now
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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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 22 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 249,068 shares in the last 24 months. This purchase volume represents approximately $5.68M 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.


Related Companies

This page (NASDAQ:FCEF) was last updated on 7/20/2026 by MarketBeat.com Staff.
From Our Partners
Buy this stock tomorrow
Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership...
Chaikin Analytics | Sponsoredtc pixel
Trump’s $250 Bill – See Immediately
Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in mod...
Stansberry Research | Sponsoredtc pixel
This same-day trade is getting a lot of attention
Zero-days-to-expiration trades happen every single day - and most traders either ignore them or use them wrong...
Base Camp Trading | Sponsoredtc pixel
SMX: From Under-the-Radar to Must-Watch!
SMX (Security Matters) PLC is building Digital Material Passport technology that embeds molecular-level marker...
Smallcaps Daily | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Print this and keep it by your screen
Ever been right about a stock's direction and still lost money on the trade? It's almost never bad luck - it's...
Profits Run | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel