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Beaumont Financial Advisors’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Beaumont Financial Advisors’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
Q2 		$8.83M Buy
427,102
+76,168
+22% +$1.57M 0.56% 45
2026
Q1 		$7.24M Buy
+350,934
New +$7.31M 0.5% 49

Other funds holding SCIO

SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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 $672B AUM 33.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $218M AUM

Beaumont Financial Advisors's SCIO Position: Q2 2026 in Review

Beaumont Financial Advisors increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 22% in Q2 2026, buying an estimated $1.57M and bringing the position to 427,102 shares worth $8.83M. The position accounts for 0.56% of the portfolio, ranked #45.

Beaumont Financial Advisors first reported a position in SCIO in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • Beaumont Financial Advisors held 427,102 shares of First Trust Structured Credit Income Opportunities ETF worth $8.83M as of Q2 2026.
  • Beaumont Financial Advisors bought 76,168 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $1.57M.
  • First Trust Structured Credit Income Opportunities ETF made up 0.56% of Beaumont Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Beaumont Financial Advisors first reported a position in First Trust Structured Credit Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.