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Legacy Capital Wealth Management’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Legacy Capital Wealth Management’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 		$11M Buy
530,567
+69,460
+15% +$1.44M 5.04% 2
2026
Q1 		$9.52M Buy
461,107
+142,141
+45% +$2.96M 5.47% 3
2025
Q4 		$6.63M Buy
+318,966
New +$6.64M 4.02% 6

Other funds holding SCIO

SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
First Trust Advisors
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
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Legacy Capital Wealth Management's SCIO Position: Q2 2026 in Review

Legacy Capital Wealth Management increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 15% in Q2 2026, buying an estimated $1.44M and bringing the position to 530,567 shares worth $11M. The position accounts for 5.04% of the portfolio, ranked #2.

Legacy Capital Wealth Management first reported a position in SCIO in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • Legacy Capital Wealth Management held 530,567 shares of First Trust Structured Credit Income Opportunities ETF worth $11M as of Q2 2026.
  • Legacy Capital Wealth Management bought 69,460 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $1.44M.
  • First Trust Structured Credit Income Opportunities ETF made up 5.04% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Legacy Capital Wealth Management first reported a position in First Trust Structured Credit Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.