LPL Financial
SCIO icon

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

LPL Financial’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 		$19.1M Buy
925,258
+901,152
+3,738% +$18.8M 0.01% 1498
2025
Q4 		$501K Buy
+24,106
New +$502K ﹤0.01% 4713

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
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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

LPL Financial's SCIO Position: Q1 2026 in Review

LPL Financial increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 3,738% in Q1 2026, buying an estimated $18.8M and bringing the position to 925,258 shares worth $19.1M. The position accounts for 0.01% of the portfolio, ranked #1498.

LPL Financial first reported a position in SCIO in Q4 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold SCIO as of Q1 2026.

  • LPL Financial held 925,258 shares of First Trust Structured Credit Income Opportunities ETF worth $19.1M as of Q1 2026.
  • LPL Financial bought 901,152 First Trust Structured Credit Income Opportunities ETF shares in Q1 2026, an estimated $18.8M.
  • First Trust Structured Credit Income Opportunities ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1498 holding.
  • LPL Financial first reported a position in First Trust Structured Credit Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.