First Trust Exchange-Traded Fund VIII - First Trust Income Opportunities ETF

SecurityFCEF / First Trust Exchange-Traded Fund VIII - First Trust Income Opportunities ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership3,360 shares
Latest Disclosed Value $ 75,617
IFP Advisors, Inc ownership in FCEF / First Trust Exchange-Traded Fund VIII - First Trust Income Opportunities ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,360 shares of First Trust Exchange-Traded Fund VIII - First Trust Income Opportunities ETF (US:FCEF) valued at $75,617 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,360 shares of First Trust Exchange-Traded Fund VIII - First Trust Income Opportunities ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $79,758 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 3,360 0 0.00 76 -2.60 0.0016
2026-02-06 2025-12-31 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 3,360 0 0.00 77 1.32 0.0017
2026-02-06 2025-09-30 13F/A-1 FIRST TR EXCHNG TRADED FD VIINCOME OPPRTNTES mc 33740F409 3,360 -200 -5.62 77 -3.80 0.0020
2025-12-02 2025-09-30 13F FIRST TR EXCHNG TRADED FD VIINCOME OPPRTNTES mc 33740F409 3,360 -200 77 0.0020
2025-07-24 2025-06-30 13F FIRST TR EXCHNG TRADED mc 33740F409 3,560 -200 -5.32 80 -2.47 0.0023
2025-05-05 2025-03-31 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 3,760 0 0.00 82 0.00 0.0025
2025-02-04 2024-12-31 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 3,760 0 0.00 81 -2.41 0.0027
2025-02-04 2024-09-30 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 3,760 0 0.00 84 5.06 0.0030
2024-07-30 2024-06-30 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 3,760 0 0.00 79 2.60 0.0031
2024-07-30 2024-03-31 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 3,760 0 0.00 78 4.05 0.0034
2024-01-09 2023-12-31 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 3,760 -1,103 -22.68 74 -17.78 0.0035
2023-10-12 2023-09-30 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 4,863 0 0.00 91 -4.26 0.0041
2023-08-14 2023-06-30 13F/A-1 FIRST TR EXCHNG TRADED FD VI mc 33740F409 4,863 0 0.00 94 -11.32 0.0039
2023-08-04 2023-06-30 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 4,863 0 106 0.0049
2023-04-18 2023-03-31 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 4,863 -4,199 -46.34 106 0.0046
2023-02-07 2022-12-31 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 9,062 -3,476 -27.72 0 -100.00 0.0053
2022-11-08 2022-09-30 13F FIRST TR EXCHNG TRADED FD VI mc 33740F409 12,538 37 0.30 272 0.00 0.0071
2022-09-06 2022-06-30 13F/A-1 FIRST TR EXCHNG TRADED FD VI mc 33740F409 12,501 0 0.00 272 0.00 0.0087
2022-09-06 2022-03-31 13F/A-1 FIRST TR EXCHNG TRADED FD VI mc 33740F409 12,501 3,428 37.78 272 17.24 0.0087
2022-08-08 2022-03-31 13F FIRST TR EXCHNG TRADED FD VI INCOME OPPRTNTES CEF 33740F409 9,073 0 197 0.0040
2022-01-12 2021-12-31 13F FIRST TR EXCHNG TRADED FD VI CEF INCM OPPTY CEF 33740F409 9,073 -270 -2.89 232 0.43 0.0045
2021-10-06 2021-09-30 13F FIRST TR EXCHNG TRADED FD VI CEF INCM OPPTY CEF 33740F409 9,343 -245 -2.56 231 -5.33 0.0046
2021-07-13 2021-06-30 13F FIRST TR EXCHNG TRADED FD VI CEF INCM OPPTY CEF 33740F409 9,588 -534 -5.28 244 1.24 0.0051
2021-04-30 2021-03-31 13F FIRST TR EXCHNG TRADED FD VI CEF INCM OPPTY CEF 33740F409 10,122 1,064 11.75 241 18.72 0.0047
2021-01-25 2020-12-31 13F FIRST TR EXCHNG TRADED FD VI CEF INCM OPPTY CEF 33740F409 9,058 -1,180 -11.53 203 1.00 0.0082
2020-10-29 2020-09-30 13F FIRST TR EXCHNG TRADED FD VI CEF INCM OPPTY CEF 33740F409 10,238 -326 -3.09 201 2.03 0.0120
2020-08-05 2020-06-30 13F FIRST TR EXCHNG TRADED FD VI CEF INCM OPPTY CEF 33740F409 10,564 597 5.99 197 19.39 0.0156
2020-05-12 2020-03-31 13F FIRST TR EXCHNG TRADED FD VI CEF INCM OPPTY CEF 33740F409 9,967 4,584 85.16 165 33.06 0.0167
2020-01-17 2019-12-31 13F FIRST TR EXCHNG TRADED FD VI CEF INCM OPPTY CEF 33740F409 5,383 -35,712 -86.90 124 -86.34 0.0093
2019-11-07 2019-09-30 13F FIRST TR EXCHNG TRADED FD VI CEF INCM OPPTY CEF 33740F409 41,095 38,508 1,488.52 908 1,550.91 0.0608
2019-05-15 2019-03-31 13F FIRST TRUSTCEF INCOME OPPORTUNITYETF ETF 33740F409 2,587 -2,902 -52.87 55 -46.60 0.0075
2019-06-03 2018-12-31 13F/A-10 FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 5,489 -1,630 -22.90 103 -34.39 0.0063
2019-01-23 2018-12-31 13F FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 5,489 -1,630 103 0.0063
2019-06-03 2018-09-30 13F/A-9 FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 7,119 0 0.00 157 1.95 0.0064
2018-10-25 2018-09-30 13F FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 7,119 0 157 0.0064
2019-06-03 2018-06-30 13F/A-8 FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 7,119 4,323 154.61 154 148.39 0.0065
2018-08-07 2018-06-30 13F FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 7,119 0 154
2019-06-03 2018-03-31 13F/A-7 FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 2,796 0 0.00 62 0.00 0.0028
2018-05-09 2018-03-31 13F FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 7,119 4,323 152
2019-06-03 2017-12-31 13F/A-6 FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 2,796 0 0.00 62 0.00 0.0028
2018-01-24 2017-12-31 13F FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 2,796 0 62
2017-10-30 2017-09-30 13F FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 2,796 0 0.00 62 3.33 0.0025
2019-06-03 2017-06-30 13F/A-5 FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 2,796 2,796 8.08 60 9.09 0.0025
2017-07-31 2017-06-30 13F FIRST TRUST CEF INCOME OPPORTUNITIES ETF ETF 33740F409 2,796 209 60
2016-08-22 2016-06-30 13F FIRST TRUSTCEF INCOME OPPORTUNITYETF ETF 33740F409 0 -2,587 -100.00 0 -100.00
2019-06-03 2016-03-31 13F/A-1 FIRST TRUSTCEF INCOME OPPORTUNITYETF ETF 33740F409 2,587 2,587 55 0.0075
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.