Osaic Holdings
SCIO icon

Osaic Holdings’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Osaic Holdings’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 		$1.84M Buy
89,236
+82,416
+1,208% +$1.72M ﹤0.01% 2145
2025
Q4 		$142K Buy
6,820
+2,260
+50% +$47K ﹤0.01% 4415
2025
Q3 		$94.7K Buy
4,560
+3,335
+272% +$69.2K ﹤0.01% 4838
2025
Q2 		$25.3K Buy
+1,225
New +$25K ﹤0.01% 5533

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

Osaic Holdings's SCIO Position: Q1 2026 in Review

Osaic Holdings increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 1,208% in Q1 2026, buying an estimated $1.72M and bringing the position to 89,236 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Osaic Holdings 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.

  • Osaic Holdings held 89,236 shares of First Trust Structured Credit Income Opportunities ETF worth $1.84M as of Q1 2026.
  • Osaic Holdings bought 82,416 First Trust Structured Credit Income Opportunities ETF shares in Q1 2026, an estimated $1.72M.
  • First Trust Structured Credit Income Opportunities ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2145 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.