SPC
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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
Q1 		$864K Buy
+41,845
New +$871K 0.02% 628

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

Sigma Planning Corp's SCIO Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in First Trust Structured Credit Income Opportunities ETF (SCIO) in Q1 2026: 41,845 shares worth $864K. The stake represents 0.02% of the portfolio and ranks #628 among its holdings.

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

  • Sigma Planning Corp held 41,845 shares of First Trust Structured Credit Income Opportunities ETF worth $864K as of Q1 2026.
  • First Trust Structured Credit Income Opportunities ETF was a new Sigma Planning Corp position in Q1 2026.
  • First Trust Structured Credit Income Opportunities ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #628 holding.
  • 80 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.