Commonwealth Equity Services’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Commonwealth Equity Services’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	$7.54M	Buy	365,073 +311,495	+581%	+$6.49M	0.01%	1075
2025 Q4	$1.11M	Buy	53,578 +26,496	+98%	+$551K	﹤0.01%	2494
2025 Q3	$562K	Buy	27,082 +1,412	+6%	+$29.3K	﹤0.01%	3080
2025 Q2	$531K	Buy	+25,670	New	+$525K	﹤0.01%	3090

Other funds holding SCIO

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Commonwealth Equity Services's SCIO Position: Q1 2026 in Review

Commonwealth Equity Services increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 581% in Q1 2026, buying an estimated $6.49M and bringing the position to 365,073 shares worth $7.54M. The position accounts for 0.01% of the portfolio, ranked #1075.

Commonwealth Equity Services first reported a position in SCIO in Q2 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold SCIO as of Q1 2026.

Commonwealth Equity Services held 365,073 shares of First Trust Structured Credit Income Opportunities ETF worth $7.54M as of Q1 2026.
Commonwealth Equity Services bought 311,495 First Trust Structured Credit Income Opportunities ETF shares in Q1 2026, an estimated $6.49M.
First Trust Structured Credit Income Opportunities ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1075 holding.
Commonwealth Equity Services first reported a position in First Trust Structured Credit Income Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
80 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.