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Atria Investments’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Atria Investments’s Portfolio SCIO Stock Details SCIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$455K Sell
22,060
-15,961
-42% -$332K 0.01% 1499
2025
Q4 		$791K Sell
38,021
-43,728
-53% -$910K 0.01% 1192
2025
Q3 		$1.7M Buy
+81,749
New +$1.7M 0.02% 789

Other funds holding SCIO

SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments's SCIO Position: Q1 2026 in Review

Atria Investments reduced its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 42% in Q1 2026, selling an estimated $332K and leaving 22,060 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #1499.

Atria Investments first reported a position in SCIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q3 2025. 80 funds tracked by Wall St. Rank hold SCIO as of Q1 2026.

  • Atria Investments held 22,060 shares of First Trust Structured Credit Income Opportunities ETF worth $455K as of Q1 2026.
  • Atria Investments sold 15,961 First Trust Structured Credit Income Opportunities ETF shares in Q1 2026, an estimated $332K.
  • First Trust Structured Credit Income Opportunities ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1499 holding.
  • Atria Investments first reported a position in First Trust Structured Credit Income Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Atria Investments's First Trust Structured Credit Income Opportunities ETF position peaked at $1.7M in Q3 2025.
  • 80 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.