FHC
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First Heartland Consultants’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

First Heartland Consultants’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 		$10.3M Sell
500,173
-13,679
-3% -$283K 0.67% 36
2026
Q1 		$10.6M Buy
+513,852
New +$10.7M 0.81% 32

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
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
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 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
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Heartland Consultants's SCIO Position: Q2 2026 in Review

First Heartland Consultants reduced its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 2.7% in Q2 2026, selling an estimated $283K and leaving 500,173 shares worth $10.3M. The position accounts for 0.67% of the portfolio, ranked #36.

First Heartland Consultants first reported a position in SCIO in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.6M in Q1 2026. 30 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • First Heartland Consultants held 500,173 shares of First Trust Structured Credit Income Opportunities ETF worth $10.3M as of Q2 2026.
  • First Heartland Consultants sold 13,679 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $283K.
  • First Trust Structured Credit Income Opportunities ETF made up 0.67% of First Heartland Consultants's portfolio in Q2 2026, its #36 holding.
  • First Heartland Consultants first reported a position in First Trust Structured Credit Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • First Heartland Consultants's First Trust Structured Credit Income Opportunities ETF position peaked at $10.6M in Q1 2026.
  • 30 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.