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Prosperity Financial Group’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Prosperity Financial Group’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 		$2.56M Buy
123,997
+56,842
+85% +$1.17M 0.79% 41
2026
Q1 		$1.39M Buy
67,155
+19,685
+41% +$410K 0.51% 56
2025
Q4 		$987K Buy
+47,470
New +$988K 0.36% 73

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

Prosperity Financial Group's SCIO Position: Q2 2026 in Review

Prosperity Financial Group increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 85% in Q2 2026, buying an estimated $1.17M and bringing the position to 123,997 shares worth $2.56M. The position accounts for 0.79% of the portfolio, ranked #41.

Prosperity Financial Group 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.

  • Prosperity Financial Group held 123,997 shares of First Trust Structured Credit Income Opportunities ETF worth $2.56M as of Q2 2026.
  • Prosperity Financial Group bought 56,842 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $1.17M.
  • First Trust Structured Credit Income Opportunities ETF made up 0.79% of Prosperity Financial Group's portfolio in Q2 2026, its #41 holding.
  • Prosperity Financial Group 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 Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.