MWA
SCIO icon

Medallion Wealth Advisors’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Medallion Wealth Advisors’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 		$203K Buy
9,850
+2,000
+25% +$41.6K 0.07% 251
2025
Q4 		$163K Buy
7,850
+2,000
+34% +$41.6K 0.05% 270
2025
Q3 		$121K Buy
5,850
+3,000
+105% +$62.3K 0.04% 322
2025
Q2 		$58.9K Buy
+2,850
New +$58.2K 0.02% 437

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 $31B AUM 28.39% 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 $79.5B AUM 27.1% 1-Year Est. Return

Medallion Wealth Advisors's SCIO Position: Q1 2026 in Review

Medallion Wealth Advisors increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 25% in Q1 2026, buying an estimated $41.6K and bringing the position to 9,850 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #251.

Medallion Wealth Advisors first reported a position in SCIO in Q2 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold SCIO as of Q1 2026.

  • Medallion Wealth Advisors held 9,850 shares of First Trust Structured Credit Income Opportunities ETF worth $203K as of Q1 2026.
  • Medallion Wealth Advisors bought 2,000 First Trust Structured Credit Income Opportunities ETF shares in Q1 2026, an estimated $41.6K.
  • First Trust Structured Credit Income Opportunities ETF made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #251 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Structured Credit Income Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.