EFG
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Embree Financial Group’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Embree Financial Group’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 		$241K Buy
11,663
+48
+0.4% +$992 0.02% 251
2026
Q1 		$240K Buy
11,615
+47
+0.4% +$979 0.03% 227
2025
Q4 		$241K Buy
+11,568
New +$241K 0.03% 214

Other funds holding SCIO

SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Embree Financial Group's SCIO Position: Q2 2026 in Review

Embree Financial Group increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 0.41% in Q2 2026, buying an estimated $992 and bringing the position to 11,663 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #251.

Embree Financial Group first reported a position in SCIO in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • Embree Financial Group held 11,663 shares of First Trust Structured Credit Income Opportunities ETF worth $241K as of Q2 2026.
  • Embree Financial Group bought 48 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $992.
  • First Trust Structured Credit Income Opportunities ETF made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #251 holding.
  • Embree Financial Group first reported a position in First Trust Structured Credit Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.