PWM
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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
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 $1.66T 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

Perigon Wealth Management's SCIO Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in First Trust Structured Credit Income Opportunities ETF (SCIO) in Q1 2026: 13,415 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #1052 among its holdings.

80 funds tracked by Wall St. Rank hold SCIO as of Q1 2026.

  • Perigon Wealth Management held 13,415 shares of First Trust Structured Credit Income Opportunities ETF worth $277K as of Q1 2026.
  • First Trust Structured Credit Income Opportunities ETF was a new Perigon Wealth Management position in Q1 2026.
  • First Trust Structured Credit Income Opportunities ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1052 holding.
  • 80 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.