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 Q3	$7.34M	Sell	368,131 -132,042	-26%	-$2.7M	0.49%	49
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

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Aureum Wealth Management North Palm Beach, Florida $162M AUM 9.8% 1-Year Est. Return

First Heartland Consultants's SCIO Position: Q3 2026 in Review

First Heartland Consultants reduced its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 26% in Q3 2026, selling an estimated $2.7M and leaving 368,131 shares worth $7.34M. The position accounts for 0.49% of the portfolio, ranked #49.

First Heartland Consultants first reported a position in SCIO in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.6M in Q1 2026. 36 funds tracked by Wall St. Rank hold SCIO as of Q3 2026.

First Heartland Consultants held 368,131 shares of First Trust Structured Credit Income Opportunities ETF worth $7.34M as of Q3 2026.
First Heartland Consultants sold 132,042 First Trust Structured Credit Income Opportunities ETF shares in Q3 2026, an estimated $2.7M.
First Trust Structured Credit Income Opportunities ETF made up 0.49% of First Heartland Consultants's portfolio in Q3 2026, its #49 holding.
First Heartland Consultants first reported a position in First Trust Structured Credit Income Opportunities ETF in Q1 2026 and has held it in 3 quarters since.
First Heartland Consultants's First Trust Structured Credit Income Opportunities ETF position peaked at $10.6M in Q1 2026.
36 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.