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

UBS 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
Q1 		$23K Buy
+1,112
New +$23.2K ﹤0.01% 7834
2025
Q1 		– Sell
-517
Closed -$10.4K – 10796
2024
Q4 		$10.4K Buy
517
+500
+2,941% +$10.2K ﹤0.01% 8298
2024
Q3 		$350 Buy
+17
New +$348 ﹤0.01% 8987

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

UBS Group's SCIO Position: Q1 2026 in Review

UBS Group opened a new position in First Trust Structured Credit Income Opportunities ETF (SCIO) in Q1 2026: 1,112 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #7834 among its holdings. This is a return to the name: UBS Group previously reported a position in SCIO as recently as Q4 2024.

UBS Group first reported a position in SCIO in Q3 2024 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold SCIO as of Q1 2026.

  • UBS Group held 1,112 shares of First Trust Structured Credit Income Opportunities ETF worth $23K as of Q1 2026.
  • First Trust Structured Credit Income Opportunities ETF was a new UBS Group position in Q1 2026.
  • First Trust Structured Credit Income Opportunities ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7834 holding.
  • UBS Group first reported a position in First Trust Structured Credit Income Opportunities ETF in Q3 2024 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.