Private Trust Company
SCIO icon

Private Trust Company’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Private Trust Company’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
Q3 		$214K Buy
10,735
+9,100
+557% +$186K 0.02% 791
2026
Q2 		$33.8K Hold
1,635
– – ﹤0.01% 1562
2026
Q1 		$33.7K Buy
+1,635
New +$34K ﹤0.01% 1469

Other funds holding SCIO

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Capital Investment Counsel (Colorado)
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TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Aureum Wealth Management
Aureum Wealth Management North Palm Beach, Florida $162M AUM 9.8% 1-Year Est. Return

Private Trust Company's SCIO Position: Q3 2026 in Review

Private Trust Company increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 557% in Q3 2026, buying an estimated $186K and bringing the position to 10,735 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #791.

Private Trust Company first reported a position in SCIO in Q1 2026 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold SCIO as of Q3 2026.

  • Private Trust Company held 10,735 shares of First Trust Structured Credit Income Opportunities ETF worth $214K as of Q3 2026.
  • Private Trust Company bought 9,100 First Trust Structured Credit Income Opportunities ETF shares in Q3 2026, an estimated $186K.
  • First Trust Structured Credit Income Opportunities ETF made up 0.02% of Private Trust Company's portfolio in Q3 2026, its #791 holding.
  • Private Trust Company first reported a position in First Trust Structured Credit Income Opportunities ETF in Q1 2026 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q3 2026.

Based on Private Trust Company's 13F filing for Q3 2026, filed 20 Oct 2026.