Beaumont Financial Advisors
SCIO icon

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
Q3 		$8.18M Sell
410,246
-16,856
-4% -$345K 0.51% 50
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

Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Aureum Wealth Management
Aureum Wealth Management North Palm Beach, Florida $162M AUM 9.8% 1-Year Est. Return

Beaumont Financial Advisors's SCIO Position: Q3 2026 in Review

Beaumont Financial Advisors reduced its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 3.9% in Q3 2026, selling an estimated $345K and leaving 410,246 shares worth $8.18M. The position accounts for 0.51% of the portfolio, ranked #50.

Beaumont Financial Advisors first reported a position in SCIO in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.83M in Q2 2026. 36 funds tracked by Wall St. Rank hold SCIO as of Q3 2026.

  • Beaumont Financial Advisors held 410,246 shares of First Trust Structured Credit Income Opportunities ETF worth $8.18M as of Q3 2026.
  • Beaumont Financial Advisors sold 16,856 First Trust Structured Credit Income Opportunities ETF shares in Q3 2026, an estimated $345K.
  • First Trust Structured Credit Income Opportunities ETF made up 0.51% of Beaumont Financial Advisors's portfolio in Q3 2026, its #50 holding.
  • Beaumont Financial Advisors first reported a position in First Trust Structured Credit Income Opportunities ETF in Q1 2026 and has held it in 3 quarters since.
  • Beaumont Financial Advisors's First Trust Structured Credit Income Opportunities ETF position peaked at $8.83M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q3 2026.

Based on Beaumont Financial Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.