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

Foundations 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	$918K	Sell	46,056 -158,101	-77%	-$3.24M	0.01%	597
2026 Q2	$4.22M	Buy	204,157 +2,557	+1%	+$52.8K	0.04%	279
2026 Q1	$4.16M	Buy	201,600 +2,068	+1%	+$43.1K	0.05%	253
2025 Q4	$4.15M	Buy	199,532 +4,623	+2%	+$96.2K	0.05%	246
2025 Q3	$4.05M	Buy	+194,909	New	+$4.05M	0.06%	237

Other funds holding SCIO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Legacy Capital Wealth Management The Woodlands, Texas $228M AUM 29.36% 1-Year Est. Return

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

Foundations Investment Advisors reduced its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 77% in Q3 2026, selling an estimated $3.24M and leaving 46,056 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #597.

Foundations Investment Advisors first reported a position in SCIO in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.22M in Q2 2026. 87 funds tracked by Wall St. Rank hold SCIO as of Q3 2026.

Foundations Investment Advisors held 46,056 shares of First Trust Structured Credit Income Opportunities ETF worth $918K as of Q3 2026.
Foundations Investment Advisors sold 158,101 First Trust Structured Credit Income Opportunities ETF shares in Q3 2026, an estimated $3.24M.
First Trust Structured Credit Income Opportunities ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q3 2026, its #597 holding.
Foundations Investment Advisors first reported a position in First Trust Structured Credit Income Opportunities ETF in Q3 2025 and has held it in 5 quarters since.
Foundations Investment Advisors's First Trust Structured Credit Income Opportunities ETF position peaked at $4.22M in Q2 2026.
87 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q3 2026.

Based on Foundations Investment Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.