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

Legacy Wealth Management (Idaho)’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 		$39.3K Hold
1,906
– – 0.02% 299
2025
Q4 		$39.6K Hold
1,906
– – 0.02% 249
2025
Q3 		$39.6K Buy
1,906
+193
+11% +$4.01K 0.02% 201
2025
Q2 		$35.4K Buy
+1,713
New +$35K 0.02% 184

Other funds holding SCIO

SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FS
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SCIO Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its First Trust Structured Credit Income Opportunities ETF (SCIO) position steady in Q1 2026 at 1,906 shares worth $39.3K. The position accounts for 0.02% of the portfolio, ranked #299.

Legacy Wealth Management (Idaho) first reported a position in SCIO in Q2 2025 and has held it in 4 quarters since. The position peaked at $39.6K in Q4 2025. 80 funds tracked by Wall St. Rank hold SCIO as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,906 shares of First Trust Structured Credit Income Opportunities ETF worth $39.3K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its First Trust Structured Credit Income Opportunities ETF share count unchanged in Q1 2026.
  • First Trust Structured Credit Income Opportunities ETF made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #299 holding.
  • Legacy Wealth Management (Idaho) first reported a position in First Trust Structured Credit Income Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s First Trust Structured Credit Income Opportunities ETF position peaked at $39.6K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.