Meridian Wealth Management
SCIO icon

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

Meridian 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 		$2.47M Buy
119,669
+28,599
+31% +$591K 0.08% 224
2026
Q1 		$1.88M Buy
91,070
+26,489
+41% +$552K 0.07% 237
2025
Q4 		$1.34M Buy
+64,581
New +$1.34M 0.05% 289

Other funds holding SCIO

Strategic Planning Group
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 $344M AUM 7.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Kestra Advisory Services
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

Meridian Wealth Management's SCIO Position: Q2 2026 in Review

Meridian Wealth Management increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 31% in Q2 2026, buying an estimated $591K and bringing the position to 119,669 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #224.

Meridian 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.

  • Meridian Wealth Management held 119,669 shares of First Trust Structured Credit Income Opportunities ETF worth $2.47M as of Q2 2026.
  • Meridian Wealth Management bought 28,599 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $591K.
  • First Trust Structured Credit Income Opportunities ETF made up 0.08% of Meridian Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Meridian 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 Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.