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FCEF · First Trust Income Opportunities ETF ETF

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$23.98 -0.02 (-0.09%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 23
Total Value: $30,725,345
Total Shares: 1,365,268

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 23 13F filers · Δ vs Dec 31, 2025
Top Holder
35.7%
Jun 2023 → Mar 2026 · range 31.0% – 52.8%
+4.7 pts
Top 5
90.6%
Jun 2023 → Mar 2026 · range 77.2% – 90.6%
+13.5 pts
Top 10
98.9%
Jun 2023 → Mar 2026 · range 91.4% – 98.9%
+7.5 pts
HHI
2,637
Jun 2023 → Mar 2026 · range 1,931 – 3,132
Highly concentrated+706

Quarterly Activity

vs Dec 31, 2025
New
7
Increased
8
Decreased
3
Sold Out
15
Unchanged
5
Holder count: -8
Institutional value: -9.2%
Shares held: -7.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
LPL Financial LLC +72,064 487,325
HARBOUR INVESTMENTS, INC. +65,839 98,049
Capital Investment Advisory Services, LLC +12,615 469,977
NewEdge Advisors, LLC +8,595 11,195
RAYMOND JAMES FINANCIAL INC +6,542 134,664

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP −15,035 18,597
OSAIC HOLDINGS, INC. −3,961 41,231
SMITH, MOORE & CO. −2,225 27,950

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Integrated Wealth Concepts LLC 13,298 $299,271
CWM, LLC 4,395 $98,909
Western Wealth Management, LLC 2,248 $50,591
Rockefeller Capital Management L.P. 1,074 $24,170
UBS Group AG 597 $13,435

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Cambridge Investment Research Advisors, Inc. 75,855 $1,742,389
Boyce & Associates Wealth Consulting, Inc. 60,686 $1,393,957
COMMONWEALTH EQUITY SERVICES, LLC 56,788 $1,304,420
Proactive Wealth Strategies LLC 27,957 $642,172
Aurora Private Wealth, Inc. 20,423 $469,116
Filter: New 7 Increased 8 Reduced 3 Sold out 15 Unchanged 5
Showing 23 of 23
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
LPL Financial LLC FCEF $10,967,249 35.69% 487,325
Capital Investment Advisory Services, LLC FCEF $10,576,832 34.42% 469,977
RAYMOND JAMES FINANCIAL INC FCEF $3,030,612 9.86% 134,664
HARBOUR INVESTMENTS, INC. FCEF $2,206,592 7.18% 98,049
Cetera Investment Advisers FCEF $1,067,097 3.47% 47,416
OSAIC HOLDINGS, INC. FCEF $927,903 3.02% 41,231
SMITH, MOORE & CO. FCEF $629,014 2.05% 27,950
SUSQUEHANNA INTERNATIONAL GROUP, LLP FCEF $418,525 1.36% 18,597
Integrated Wealth Concepts LLC FCEF $299,271 0.97% 13,298
NewEdge Advisors, LLC FCEF $251,943 0.82% 11,195
CWM, LLC FCEF $98,909 0.32% 4,395
Larson Financial Group LLC FCEF $58,513 0.19% 2,600
Western Wealth Management, LLC FCEF $50,591 0.16% 2,248
MORGAN STANLEY FCEF $44,311 0.14% 1,969
Rockefeller Capital Management L.P. FCEF $24,170 0.08% 1,074
AE Wealth Management LLC FCEF $14,290 0.05% 635
UBS Group AG FCEF $13,435 0.04% 597
IFG Advisory, LLC FCEF $11,657 0.04% 518
Geneos Wealth Management Inc. FCEF $11,545 0.04% 513
Advisory Services Network, LLC FCEF $11,252 0.04% 500
Triumph Capital Management FCEF $11,252 0.04% 500
Legacy Wealth Managment, LLC/ID FCEF $360 0.00% 16
WELLS FARGO & COMPANY/MN FCEF $22 0.00% 1