Harbour Investments’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Harbour Investments’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 Q1	$5.65M	Buy	273,777 +199,574	+269%	+$4.16M	0.09%	215
2025 Q4	$1.54M	Buy	74,203 +66,336	+843%	+$1.38M	0.03%	464
2025 Q3	$163K	Hold	7,867	–	–	﹤0.01%	1321
2025 Q2	$163K	Buy	7,867 +5,867	+293%	+$120K	﹤0.01%	1266
2025 Q1	$41K	Buy	+2,000	New	+$40.7K	﹤0.01%	1855

Other funds holding SCIO

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

LCWM

Legacy Capital Wealth Management The Woodlands, Texas $174M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments's SCIO Position: Q1 2026 in Review

Harbour Investments increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 269% in Q1 2026, buying an estimated $4.16M and bringing the position to 273,777 shares worth $5.65M. The position accounts for 0.09% of the portfolio, ranked #215.

Harbour Investments first reported a position in SCIO in Q1 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold SCIO as of Q1 2026.

Harbour Investments held 273,777 shares of First Trust Structured Credit Income Opportunities ETF worth $5.65M as of Q1 2026.
Harbour Investments bought 199,574 First Trust Structured Credit Income Opportunities ETF shares in Q1 2026, an estimated $4.16M.
First Trust Structured Credit Income Opportunities ETF made up 0.09% of Harbour Investments's portfolio in Q1 2026, its #215 holding.
Harbour Investments first reported a position in First Trust Structured Credit Income Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.