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First Trust Income Opportunities ETF (FCEF) Institutional Ownership

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$19.85
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Institutional Ownership Changes (13F Filings) for First Trust Income Opportunities ETF (NASDAQ:FCEF)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$6.47M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$828.56K
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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
2/9/2024UBS Group AG31,628$626K0.0%+630.6%2.166%
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%
11/13/2023LPL Financial LLC74,547$1.39M0.0%-3.0%5.106%
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%
8/21/2023Osaic Holdings Inc.27,314$528K0.0%-5.1%2.008%
8/15/2023Royal Bank of Canada1,661$32K0.0%-88.1%0.122%
8/10/2023Osaic Holdings Inc.27,314$528K0.0%-5.1%2.008%
8/10/2023Commonwealth Equity Services LLC15,698$304K0.0%+46.4%1.154%
8/4/2023Envestnet Asset Management Inc.11,111$215K0.0%N/A0.817%
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%
5/12/2023UBS Group AG4,329$84K0.0%-31.1%0.318%
5/10/2023LPL Financial LLC75,066$1.45M0.0%-2.0%5.520%
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%
3/6/2023Rockefeller Capital Management L.P.3,389$65K0.0%+2,303.5%0.249%
2/15/2023Money Concepts Capital Corp10,022$194K0.0%N/A0.737%
2/15/2023Morgan Stanley1,850$36K0.0%+43.7%0.136%
2/15/2023Freedom Wealth Alliance LLC8,165$158K0.2%N/A0.600%
2/10/2023Advisor Group Holdings Inc.10,120$196K0.0%+12.1%0.744%
2/8/2023Raymond James Financial Services Advisors Inc.10,901$211K0.0%-39.6%0.802%
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%
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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%
11/15/2022Citadel Advisors LLC30,630$566K0.0%-15.3%2.356%
11/15/2022Commonwealth Equity Services LLC12,794$236K0.0%+4.7%0.984%
11/14/2022Royal Bank of Canada15,412$285K0.0%-17.1%1.186%
11/10/2022UBS Group AG6,337$117K0.0%-66.1%0.487%
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%
8/23/2022WCG Wealth Advisors LLC12,432$246K0.0%N/A0.888%
8/15/2022Citadel Advisors LLC36,146$714K0.0%N/A2.582%
8/12/2022LPL Financial LLC106,352$2.10M0.0%-32.2%7.597%
8/11/2022Magnus Financial Group LLC12,531$247K0.0%-12.2%0.895%
8/11/2022UBS Group AG18,701$369K0.0%-41.2%1.336%
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%
5/16/2022UBS Group AG31,780$748K0.0%-45.8%2.184%
5/12/2022HAP Trading LLC10,675$252K0.0%N/A0.734%
5/12/2022Cambridge Investment Research Advisors Inc.11,627$274K0.0%-21.2%0.799%
5/11/2022Raymond James Financial Services Advisors Inc.17,929$422K0.0%+53.0%1.232%
5/11/2022Raymond James & Associates27,519$648K0.0%-65.9%1.891%
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%
5/4/2022Advisor Group Holdings Inc.4,467$105K0.0%-19.9%0.307%
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%
5/4/2022Envestnet Asset Management Inc.11,496$271K0.0%+35.3%0.790%
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%
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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%
(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, 30 institutional investors and hedge funds held shares of First Trust Income Opportunities ETF. The most heavily invested institutionals were Capital Investment Advisory Services LLC ($7.54M), Kestra Advisory Services LLC ($2.46M), Raymond James & Associates ($1.95M), LPL Financial LLC ($1.39M), UBS Group AG ($626K), Sterling Manor Financial LLC ($584K), and Citadel Advisors LLC ($566K).Learn more on FCEF's institutional investors.

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

Of the 25 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 ($123.68K), Raymond James & Associates ($76.35K), Citadel Advisors LLC ($36.15K), UBS Group AG ($27.30K), Raymond James Financial Services Advisors Inc. ($25.35K), and Envestnet Asset Management Inc. ($24.63K).

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

Institutional investors have bought a total of 563,340 shares in the last 24 months. This purchase volume represents approximately $16.62M in transactions.

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

Of the 17 institutional investors that sold First Trust Income Opportunities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($63.56K), Raymond James & Associates ($59.37K), UBS Group AG ($54.20K), Sterling Manor Financial LLC ($48.98K), Royal Bank of Canada ($15.52K), Capital Investment Advisory Services LLC ($9.32K), and IFP Advisors Inc ($7.68K).

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

Institutional investors have sold a total of 292,556 shares in the last 24 months. This volume of shares sold represents approximately $11.39M in transactions.


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This page (NASDAQ:FCEF) was last updated on 4/19/2024 by MarketBeat.com Staff

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