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First Trust Structured Credit Income Opportunities ETF
SCIO

80 hedge funds and large institutions have $262M invested in First Trust Structured Credit Income Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,067% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 3

414% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 7

195% more capital invested

Capital invested by funds: $89.1M → $262M (+$173M)

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

67% more funds holding

Funds holding: 48 → 80 (+32)

22.9% more ownership

Funds ownership: 80.07% → 102.97% (+23%)

Holders
80
Holders Change
+32
Holders Change %
+66.67%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
36
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPG
Strategic Planning Group
Utah
+$33.3M
2
Morgan Stanley
Morgan Stanley
New York
+$25.9M
3
LPL Financial
LPL Financial
California
+$18.8M
4
KAS
Kestra Advisory Services
Texas
+$11.3M
5
FHC
First Heartland Consultants
Missouri
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
PJWM
Philip James Wealth Mangement
Georgia
-$1.02M
2
CW
CreativeOne Wealth
Kansas
-$726K
3
IFG
Independent Financial Group
California
-$689K
4
BFS
BridgePort Financial Solutions
Iowa
-$681K
5
Citadel Advisors
Citadel Advisors
Florida
-$550K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.95M +$1.57M +75,287 +392%
MWM
27
Meridian Wealth Management
Kentucky
$1.88M +$552K +26,489 +41%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.84M +$1.72M +82,416 +1,208%
AWA
29
Arkadios Wealth Advisors
Georgia
$1.7M +$1.43M +68,491 +497%
DAS
30
Dynamic Advisor Solutions
Arizona
$1.64M +$921K +44,234 +126%
IWN
31
Independent Wealth Network
Iowa
$1.56M +$1.57M +75,614 New
CW
32
Channel Wealth
California
$1.47M +$1.49M +71,338 New
Jane Street
33
Jane Street
New York
$1.46M +$189K +9,064 +15%
WWMSC
34
Wagner Wealth Management (South Carolina)
South Carolina
$1.39M +$6.46K +310 +0.5%
PFG
35
Prosperity Financial Group
California
$1.39M +$410K +19,685 +41%
RA
36
RFG Advisory
Alabama
$1.36M +$356K +17,118 +35%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.23M +$187K +8,998 +18%
MW
38
Maia Wealth
Colorado
$1.16M +$1.17M +56,314 New
WCM
39
Winebrenner Capital Management
Kentucky
$1.12M -$28.6K -1,374 -2%
BCM
40
Brookstone Capital Management
Illinois
$1.08M +$812 +39 +0.1%
SPC
41
Sigma Planning Corp
Michigan
$864K +$871K +41,845 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$860K +$868K +41,667 New
TWM
43
Triton Wealth Management
Arizona
$819K +$47.9K +2,300 +6%
MWM
44
Maridea Wealth Management
New York
$766K +$349K +16,771 +82%
WS
45
Wedbush Securities
California
$747K +$249K +11,950 +49%
GIA
46
Gladstone Institutional Advisory
Florida
$674K +$680K +32,679 New
SPIA
47
Steward Partners Investment Advisory
New York
$648K +$88.3K +4,243 +16%
FTUS
48
Flow Traders U.S.
New York
$606K +$611K +29,363 New
IAA
49
Independent Advisor Alliance
North Carolina
$562K +$566K +27,208 New
NA
50
NewEdge Advisors
Louisiana
$528K +$533K +25,589 New
1
2
3 4

SCIO Hedge Fund Activity: Q1 2026 in Review

80 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Structured Credit Income Opportunities ETF (SCIO) for Q1 2026, worth a combined $262M — up 195% from $89.1M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SCIO positions and 3 closed out — a net gain of 32 holders — while 36 added to existing stakes and 7 trimmed.

The largest buyer was Strategic Planning Group, adding an estimated $33.3M. The largest seller was Philip James Wealth Mangement, cutting an estimated $1.02M.

  • 80 institutional investors held First Trust Structured Credit Income Opportunities ETF (SCIO) as of Q1 2026, up from 48 in Q4 2025.
  • Funds reported $262M of First Trust Structured Credit Income Opportunities ETF stock for Q1 2026, up 195% quarter-over-quarter.
  • 35 funds opened new First Trust Structured Credit Income Opportunities ETF positions in Q1 2026 and 3 closed out, a net change of +32 holders.
  • The largest First Trust Structured Credit Income Opportunities ETF buyer in Q1 2026 was Strategic Planning Group, an estimated $33.3M added.
  • The largest First Trust Structured Credit Income Opportunities ETF seller in Q1 2026 was Philip James Wealth Mangement, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2026.