CWA
SCIO icon

Crux Wealth Advisors’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Crux Wealth 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 		$2.9M Buy
140,303
+1,072
+0.8% +$22.2K 1.01% 28
2026
Q1 		$2.87M Buy
139,231
+8,408
+6% +$175K 1.1% 25
2025
Q4 		$2.72M Buy
+130,823
New +$2.72M 1.01% 27

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

Crux Wealth Advisors's SCIO Position: Q2 2026 in Review

Crux Wealth Advisors increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 0.77% in Q2 2026, buying an estimated $22.2K and bringing the position to 140,303 shares worth $2.9M. The position accounts for 1.01% of the portfolio, ranked #28.

Crux Wealth Advisors first reported a position in SCIO in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • Crux Wealth Advisors held 140,303 shares of First Trust Structured Credit Income Opportunities ETF worth $2.9M as of Q2 2026.
  • Crux Wealth Advisors bought 1,072 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $22.2K.
  • First Trust Structured Credit Income Opportunities ETF made up 1.01% of Crux Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Crux Wealth Advisors first reported a position in First Trust Structured Credit Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.