Sigma Planning Corp
SCIO icon

Sigma Planning Corp’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Sigma Planning Corp’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 		$823K Sell
39,814
-2,031
-5% -$42K 0.02% 686
2026
Q1 		$864K Buy
+41,845
New +$871K 0.02% 628

Other funds holding SCIO

Strategic Planning Group
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 $344M AUM 7.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Kestra Advisory Services
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

Sigma Planning Corp's SCIO Position: Q2 2026 in Review

Sigma Planning Corp reduced its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 4.9% in Q2 2026, selling an estimated $42K and leaving 39,814 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #686.

Sigma Planning Corp first reported a position in SCIO in Q1 2026 and has held it in 2 quarters since. The position peaked at $864K in Q1 2026. 98 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • Sigma Planning Corp held 39,814 shares of First Trust Structured Credit Income Opportunities ETF worth $823K as of Q2 2026.
  • Sigma Planning Corp sold 2,031 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $42K.
  • First Trust Structured Credit Income Opportunities ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #686 holding.
  • Sigma Planning Corp first reported a position in First Trust Structured Credit Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • Sigma Planning Corp's First Trust Structured Credit Income Opportunities ETF position peaked at $864K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.