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First Trust Structured Credit Income Opportunities ETF

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: 24 (+2)

67% more funds holding

Funds holding: 4880 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SPG
1
Strategic Planning Group
Utah
$49.3M +$33.3M +1,599,800 +203%
Morgan Stanley
2
Morgan Stanley
New York
$25.6M +$25.9M +1,242,690 New
LPL Financial
3
LPL Financial
California
$19.1M +$18.8M +901,152 +3,738%
FS
4
Ferguson Shapiro
Georgia
$17.3M +$1.23M +59,146 +8%
KAS
5
Kestra Advisory Services
Texas
$11.7M +$11.3M +544,687 +2,318%
FHC
6
First Heartland Consultants
Missouri
$10.6M +$10.7M +513,852 New
LCWM
7
Legacy Capital Wealth Management
Texas
$9.52M +$2.96M +142,141 +45%
CICC
8
Capital Investment Counsel (Colorado)
Colorado
$9.4M +$7.14M +343,046 +306%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.01M +$8.08M +387,884 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.54M +$6.49M +311,495 +581%
BFA
11
Beaumont Financial Advisors
Massachusetts
$7.24M +$7.31M +350,934 New
DIM
12
Delta Investment Management
California
$6.1M +$864K +41,511 +16%
HI
13
Harbour Investments
Wisconsin
$5.65M +$4.16M +199,574 +269%
UWP
14
Uniting Wealth Partners
Kansas
$5.61M +$5.66M +271,911 New
BFA
15
Brendel Financial Advisors
New Hampshire
$5.4M +$5.45M +261,809 New
First Trust Advisors
16
First Trust Advisors
Illinois
$5.2M +$4.37M +209,664 +497%
SCA
17
Snowden Capital Advisors
New York
$4.4M +$328K +15,733 +8%
FIA
18
Foundations Investment Advisors
Arizona
$4.16M +$43.1K +2,068 +1%
CWA
19
Crux Wealth Advisors
California
$2.87M +$175K +8,408 +6%
DWP
20
Daymark Wealth Partners
Ohio
$2.61M -$14.6K -703 -0.6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.59M +$2.62M +125,721 New
SA
22
Sanctuary Advisors
Indiana
$2.43M +$622K +29,855 +34%
AWM
23
Avior Wealth Management
Nebraska
$2.03M +$2.05M +98,315 New
FFA
24
Farther Finance Advisors
California
$2.02M +$995K +47,801 +95%
PJWM
25
Philip James Wealth Mangement
Georgia
$2M -$1.02M -48,881 -33%