Who owns FCEF?
First Trust Income Opportunity ETF · First Trust
32 institutions reported holding FCEF, worth $45.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FCEF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $14.0M | 582,629 | +95,304 shares |
| Capital Investment Advisory Services, LLC | Raleigh, NC | $11.5M | 476,813 | +6,836 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.7M | 153,781 | +19,117 shares |
| Harbour Investments, Inc. | Madison, WI | $2.5M | 102,512 | +4,463 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.2M | 89,823 | +9,187 shares |
| Boyce & Associates Wealth Consulting, Inc. | Cedar Park, TX | $2.1M | 88,372 | +4,241 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.4M | 56,293 | +432 shares |
| Proactive Wealth Strategies LLC | Marietta, GA | $1.3M | 53,981 | −2,412 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.3M | 53,644 | +12,413 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.2M | 48,201 | +785 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FCEF?
32 institutional managers reported holding FCEF in Form 13F filings for June 30, 2026, worth $45.6M in total. The largest reported position was held by LPL Financial LLC, at $14.0M.
Did institutions buy or sell FCEF last quarter?
Reported 13F value rose 19.8% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FCEF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.