Skip to content
Disclosery

FCEF FIRST TR EXCHNG TRADED FD VI

Follow

INCOME OPPRTNTES (fund)

34 managers (34 13F filers) reported a position in FCEF shares at 2026-03-31, 1,704,762 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
34
13F filers
34
New
6
Added
14
Reduced
5
Sold out
3
Shares held by filers
1,704,762

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC487,325$11M<0.01%+72,06413F-HRTimeline
Capital Investment Advisory Services, L…469,977$10.6M0.77%+12,61513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC134,664$3.03M<0.01%+6,54213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.98,049$2.21M0.03%+65,83913F-HRTimeline
Boyce & Associates Wealth Consulting, I…84,131$1.89M1.43%+23,44513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC80,636$1.81M<0.01%+23,84813F-HRTimeline
Proactive Wealth Strategies LLC56,393$1.27M0.24%+28,43613F-HRTimeline
Cambridge Investment Research Advisors,…55,861$1.26M<0.01%-19,99413F-HRTimeline
Cetera Investment Advisers47,416$1.07M<0.01%+5,97713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,231$928K<0.01%-3,96113F-HRTimelineGroup
SMITH, MOORE & CO.27,950$629K0.05%-2,22513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,850$469K<0.01%+8,91113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,597$419K<0.01%-15,03513F-HRTimelineGroup
Aurora Private Wealth, Inc.16,321$375K0.27%-4,10213F-HRTimeline
NewEdge Advisors, LLC13,795$310K<0.01%+11,19513F-HR/ATimeline
Integrated Wealth Concepts LLC13,298$299K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC10,388$234K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,019$225K<0.01%+5,59413F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,395$98.9K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc3,360$75.6K<0.01%013F-HRTimeline
Larson Financial Group LLC2,600$58.5K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,969$44.3K<0.01%+113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,074$24.2K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.759$17.1K0.01%013F-HRTimeline
AE Wealth Management LLC635$14.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG597$13.4K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC518$11.7K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.513$11.5K<0.01%+913F-HRTimeline
Advisory Services Network, LLC500$11.3K<0.01%new13F-HRTimeline
Triumph Capital Management500$11.3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…419$9.44K<0.01%+28813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16$361<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC5$112<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$16<0.01%013F-HR/ATimelineGroup