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BridgePort Financial Solutions’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

BridgePort Financial Solutions’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 		– Sell
-32,756
Closed -$681K – 253
2025
Q4 		$681K Sell
32,756
-903
-3% -$18.8K 0.18% 102
2025
Q3 		$699K Buy
33,659
+1,983
+6% +$41.2K 0.19% 98
2025
Q2 		$655K Buy
+31,676
New +$647K 0.22% 93

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

BridgePort Financial Solutions's SCIO Position: Q1 2026 in Review

BridgePort Financial Solutions sold out of First Trust Structured Credit Income Opportunities ETF (SCIO) in Q1 2026, closing a stake of 32,756 shares — an estimated $681K sold.

BridgePort Financial Solutions first reported a position in SCIO in Q2 2025 and held it in 3 quarters. The position peaked at $699K in Q3 2025. 80 funds tracked by Wall St. Rank hold SCIO as of Q1 2026.

  • BridgePort Financial Solutions reported no remaining First Trust Structured Credit Income Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • BridgePort Financial Solutions sold 32,756 First Trust Structured Credit Income Opportunities ETF shares in Q1 2026, an estimated $681K.
  • BridgePort Financial Solutions first reported a position in First Trust Structured Credit Income Opportunities ETF in Q2 2025 and held it in 3 quarters.
  • BridgePort Financial Solutions's First Trust Structured Credit Income Opportunities ETF position peaked at $699K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.