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Get Institutions for : 
First Trust Cef Income Opportunity (FCEF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    0
Total shares held : 
 709,736  
% of shares held : 
 37.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -116,751  
% of shares held change : 
   -6.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 30,067
 4.24%
 
Increased Positions :
5
 57,297
 8.07%
 
Unchanged Positions :
6
 26,540
 3.74%
 
Decreased Positions :
7
-54,362
-7.66%
 
Closed Positions :
3
-149,753
-21.1%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Capital Investment Advisory Services LLC 18 - 2024-03-31 410,924 $8,514,000 29,603
   RAYMOND JAMES & ASSOCIATES 2124 - 2024-03-31 100,364 $2,080,000 1,787
   LPL FINANCIAL CORP 2485 - 2024-03-31 98,963 $2,050,000 33,498
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1582 *New 2024-03-31 59,660 $1,236,000 59,660
   Advisor Group Holdings Inc. 2586 - 2024-03-31 35,880 $743,000 -1,045
   UBS Group AG 3775 - 2023-12-31 31,628 $626,000 27,299
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2676 - 2024-03-31 18,711 $388,000 -425
   WCG Wealth Advisors LLC 291 - 2023-12-31 12,432 $246,000 0
   FREEDOM WEALTH ALLIANCE LLC 38 - 2023-09-30 11,567 $216,000 1,121
   Aurora Private Wealth Inc. 142 - 2024-03-31 10,408 $215,000 247
   Atria Wealth Solutions Inc. 1731 - 2023-12-31 10,511 $208,000 -4,951
   PROEQUITIES INC. 778 - 2024-03-31 7,258 $150,000 750
   SIGNATUREFD, LLC 1332 *New 2024-03-31 3,729 $77,000 3,729
   IFP Advisors Inc 1347 - 2023-12-31 3,760 $74,000 -1,103
   Larson Financial Group LLC 669 - 2024-03-31 2,600 $54,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1271 - 2024-03-31 2,517 $52,000 94
   Goss Wealth Management LLC 2212 - 2023-12-31 2,600 $51,000 0
   MORGAN STANLEY 6038 - 2023-12-31 1,851 $37,000 1
   Global Retirement Partners LLC 1635 - 2024-03-31 1,400 $29,000 0
   PSI Advisors LLC 389 - 2024-03-31 1,000 $21,000 0
   HARBOUR INVESTMENTS INC. 1991 *New 2023-12-31 770 $15,000 770
   GPS Wealth Strategies Group LLC 850 - 2024-03-31 500 $10,000 -315
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5436 *Closed 2024-03-31 0 $0 -19,851
   WELLS FARGO & CO/MN 6592 - 2024-03-31 1 $0 -1
   Kestra Advisory Services LLC 2328 *Closed 2023-12-31 0 $0 -131,796
  25 Records found
  1    
  Page 1 of 1
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