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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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$459K +$463K +22,255 New
AI
52
Atria Investments
North Carolina
$455K -$332K -15,961 -42%
MOS
53
MGO One Seven
Ohio
$331K +$10.3K +495 +3%
Goldman Sachs
54
Goldman Sachs
New York
$317K +$319K +15,336 New
BWM
55
BAM Wealth Management
Colorado
$315K +$318K +15,252 New
PAS
56
Park Avenue Securities
New York
$294K +$297K +14,248 New
CAG
57
Centerpoint Advisory Group
Kansas
$287K +$289K +13,886 New
OWM
58
OneAscent Wealth Management
Alabama
$282K +$285K +13,669 New
PWM
59
Perigon Wealth Management
California
$277K +$279K +13,415 New
PFS
60
Prospera Financial Services
Texas
$265K -$17.8K -856 -6%
Mariner
61
Mariner
Kansas
$257K +$259K +12,449 New
EFG
62
Embree Financial Group
Illinois
$240K +$979 +47 +0.4%
CW
63
CreativeOne Wealth
Kansas
$206K -$726K -34,881 -78%
MWA
64
Medallion Wealth Advisors
Connecticut
$203K +$41.6K +2,000 +25%
LFG
65
Larson Financial Group
Missouri
$125K +$50K +2,400 +66%
AAP
66
Arax Advisory Partners
Colorado
$61.2K +$61.7K +2,965 New
NEWAS
67
N.E.W. Advisory Services
Wisconsin
$49.7K -$159K -7,614 -76%
LWMI
68
Legacy Wealth Management (Idaho)
Idaho
$39.3K – – –
TM
69
Torren Management
California
$39K +$39.3K +1,887 New
IA
70
IFP Advisors
Florida
$36.1K +$458 +22 +1%
PTC
71
Private Trust Company
Ohio
$33.7K +$34K +1,635 New
AG
72
AmeriFlex Group
Nevada
$31.6K +$21.1K +1,015 +197%
RCM
73
Raleigh Capital Management
North Carolina
$29.6K +$29.9K +1,434 New
UBS Group
74
UBS Group
Switzerland
$23K +$23.2K +1,112 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$21.6K +$21.8K +1,048 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.