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Strategic Planning Group’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Strategic Planning 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 		$59.3M Buy
2,869,793
+481,148
+20% +$9.94M 6.46% 1
2026
Q1 		$49.3M Buy
2,388,645
+1,599,800
+203% +$33.3M 6.89% 1
2025
Q4 		$16.4M Buy
788,845
+54,961
+7% +$1.14M 2.11% 13
2025
Q3 		$15.2M Buy
+733,884
New +$15.2M 2.06% 14

Other funds holding SCIO

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Strategic Planning Group's SCIO Position: Q2 2026 in Review

Strategic Planning Group increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 20% in Q2 2026, buying an estimated $9.94M and bringing the position to 2,869,793 shares worth $59.3M. The position accounts for 6.46% of the portfolio, ranked #1.

Strategic Planning Group first reported a position in SCIO in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • Strategic Planning Group held 2,869,793 shares of First Trust Structured Credit Income Opportunities ETF worth $59.3M as of Q2 2026.
  • Strategic Planning Group bought 481,148 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $9.94M.
  • First Trust Structured Credit Income Opportunities ETF made up 6.46% of Strategic Planning Group's portfolio in Q2 2026, its #1 holding.
  • Strategic Planning Group first reported a position in First Trust Structured Credit Income Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.