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

Perigon 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 		$276K Sell
13,372
-43
-0.3% -$889 ﹤0.01% 1166
2026
Q1 		$277K Buy
+13,415
New +$279K 0.01% 1052

Other funds holding SCIO

SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T 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 $342M AUM 13.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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 $672B AUM 33.48% 1-Year Est. Return
KAS
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

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

Perigon Wealth Management reduced its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 0.32% in Q2 2026, selling an estimated $889 and leaving 13,372 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Perigon Wealth Management first reported a position in SCIO in Q1 2026 and has held it in 2 quarters since. The position peaked at $277K in Q1 2026. 98 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • Perigon Wealth Management held 13,372 shares of First Trust Structured Credit Income Opportunities ETF worth $276K as of Q2 2026.
  • Perigon Wealth Management sold 43 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $889.
  • First Trust Structured Credit Income Opportunities ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1166 holding.
  • Perigon Wealth Management first reported a position in First Trust Structured Credit Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • Perigon Wealth Management's First Trust Structured Credit Income Opportunities ETF position peaked at $277K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.