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

Independent 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	$209K	Buy	+10,098	New	+$209K	﹤0.01%	1460
2026 Q1	–	Sell	-33,136	Closed	-$689K	–	1542
2025 Q4	$689K	Buy	+33,136	New	+$689K	0.02%	759

Other funds holding SCIO

SPG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CICC

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UWP

Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return

LCWM

Legacy Capital Wealth Management The Woodlands, Texas $218M AUM

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

Independent Financial Group opened a new position in First Trust Structured Credit Income Opportunities ETF (SCIO) in Q2 2026: 10,098 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1460 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in SCIO as recently as Q4 2025.

Independent Financial Group first reported a position in SCIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $689K in Q4 2025. 98 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

Independent Financial Group held 10,098 shares of First Trust Structured Credit Income Opportunities ETF worth $209K as of Q2 2026.
First Trust Structured Credit Income Opportunities ETF was a new Independent Financial Group position in Q2 2026.
First Trust Structured Credit Income Opportunities ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1460 holding.
Independent Financial Group first reported a position in First Trust Structured Credit Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
Independent Financial Group's First Trust Structured Credit Income Opportunities ETF position peaked at $689K in Q4 2025.
98 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

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