Concurrent Investment Advisors
SCIO icon

Concurrent Investment Advisors’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Concurrent Investment 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 		$1.17M Buy
+58,867
New +$1.2M 0.01% 1072

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
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
Aureum Wealth Management
Aureum Wealth Management North Palm Beach, Florida $162M AUM 9.8% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Concurrent Investment Advisors's SCIO Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in First Trust Structured Credit Income Opportunities ETF (SCIO) in Q3 2026: 58,867 shares worth $1.17M. The stake represents 0.01% of the portfolio and ranks #1072 among its holdings.

25 funds tracked by Wall St. Rank hold SCIO as of Q3 2026.

  • Concurrent Investment Advisors held 58,867 shares of First Trust Structured Credit Income Opportunities ETF worth $1.17M as of Q3 2026.
  • First Trust Structured Credit Income Opportunities ETF was a new Concurrent Investment Advisors position in Q3 2026.
  • First Trust Structured Credit Income Opportunities ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1072 holding.
  • 25 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.