SCIO Institutional Ownership
First Trust Structured Credit Income Opportunities ETF
1W: -0.1%
1M: -2.4%
3M: -3.4%
YTD: -3.1%
1Y: -2.1%
$19.97
+0.00 (+0.00%)
Weekly Expected Move ±0.6%
$20
$20
$20
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCIO
105
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
379M
Total Invested
24
New Positions
56
Increased
19
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (107 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STRATEGIC PLANNING GROUP, LLC | 2,869,793 | $57M | +481,148 | +20.1% | 4Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,222,742 | $44M | +980,052 | +78.9% | 2Q | SEC ↗ |
| 3 | LPL Financial LLC | 2,143,132 | $43M | +1,217,874 | +131.6% | 3Q | SEC ↗ |
| 4 | Ferguson Shapiro LLC | 972,151 | $19M | +134,283 | +16.0% | 3Q | SEC ↗ |
| 5 | FIRST TRUST ADVISORS LP | 668,221 | $13M | +416,384 | +165.3% | 8Q | SEC ↗ |
| 6 | Capital Investment Counsel, LLC | 657,747 | $13M | +202,507 | +44.5% | 3Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 641,554 | $13M | +253,670 | +65.4% | 2Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 575,530 | $11M | +7,343 | +1.3% | 3Q | SEC ↗ |
| 9 | Uniting Wealth Partners, LLC | 538,617 | $11M | +266,706 | +98.1% | 2Q | SEC ↗ |
| 10 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 530,567 | $11M | +69,460 | +15.1% | 3Q | SEC ↗ |
| 11 | First Heartland Consultants, Inc. | 500,173 | $10M | -13,679 | -2.7% | 2Q | SEC ↗ |
| 12 | Beaumont Financial Advisors, LLC | 427,102 | $9M | +76,168 | +21.7% | 2Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 421,970 | $8M | +56,897 | +15.6% | 5Q | SEC ↗ |
| 14 | Delta Investment Management, LLC | 329,490 | $7M | +33,705 | +11.4% | 4Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 293,563 | $6M | +19,786 | +7.2% | 6Q | SEC ↗ |
| 16 | CHANNEL WEALTH LLC | 286,993 | $6M | +215,655 | +302.3% | 2Q | SEC ↗ |
| 17 | Brendel Financial Advisors LLC | 262,638 | $5M | +829 | +0.3% | 2Q | SEC ↗ |
| 18 | Snowden Capital Advisors LLC | 228,957 | $5M | +15,661 | +7.3% | 5Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 219,175 | $4M | +93,454 | +74.3% | 2Q | SEC ↗ |
| 20 | Foundations Investment Advisors, LLC | 204,157 | $4M | +2,557 | +1.3% | 4Q | SEC ↗ |
| 21 | &PARTNERS NEW | 197,804 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Farther Finance Advisors, LLC | 154,460 | $3M | +56,529 | +57.7% | 4Q | SEC ↗ |
| 23 | CoreCap Advisors, LLC NEW | 146,884 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CRUX WEALTH ADVISORS | 140,303 | $3M | +1,072 | +0.8% | 3Q | SEC ↗ |
| 25 | Triad Wealth Partners, LLC NEW | 130,301 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Dynamic Advisor Solutions LLC | 124,433 | $2M | +44,965 | +56.6% | 3Q | SEC ↗ |
| 27 | Prosperity Financial Group, Inc. | 123,997 | $2M | +56,842 | +84.6% | 3Q | SEC ↗ |
| 28 | Meridian Wealth Management, LLC | 119,669 | $2M | +28,599 | +31.4% | 3Q | SEC ↗ |
| 29 | Centennial Wealth Advisory LLC NEW | 118,426 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Sanctuary Advisors, LLC | 118,304 | $2M | +721 | +0.6% | 4Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 117,552 | $2M | +23,080 | +24.4% | 4Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 110,945 | $2M | +51,406 | +86.3% | 4Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC | 94,142 | $2M | +23,508 | +33.3% | 3Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 92,342 | $2M | +66,753 | +260.9% | 2Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 91,676 | $2M | +2,440 | +2.7% | 5Q | SEC ↗ |
| 36 | Philip James Wealth Mangement, LLC | 90,246 | $2M | -6,800 | -7.0% | 4Q | SEC ↗ |
| 37 | Independent Wealth Network Inc. | 81,964 | $2M | +6,350 | +8.4% | 2Q | SEC ↗ |
| 38 | WEDBUSH SECURITIES INC | 79,720 | $2M | +43,520 | +120.2% | 3Q | SEC ↗ |
| 39 | Avior Wealth Management, LLC | 71,617 | $1M | -26,698 | -27.2% | 2Q | SEC ↗ |
| 40 | Maia Wealth LLC | 69,806 | $1M | +13,492 | +24.0% | 2Q | SEC ↗ |
| 41 | Wagner Wealth Management, LLC | 68,684 | $1M | +1,318 | +2.0% | 5Q | SEC ↗ |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 66,932 | $1M | +25,265 | +60.6% | 2Q | SEC ↗ |
| 43 | ASSETMARK, INC NEW | 64,864 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Brookstone Capital Management | 53,753 | $1M | +1,515 | +2.9% | 3Q | SEC ↗ |
| 45 | WINEBRENNER CAPITAL MANAGEMENT LLC | 49,176 | $982K | -5,228 | -9.6% | 6Q | SEC ↗ |
| 46 | Private Advisor Group, LLC NEW | 46,218 | $923K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Envestnet Portfolio Solutions, Inc. NEW | 45,540 | $909K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Triton Wealth Management, PLLC | 44,910 | $897K | +5,190 | +13.1% | 4Q | SEC ↗ |
| 49 | RFG Advisory, LLC | 43,317 | $865K | -22,695 | -34.4% | 4Q | SEC ↗ |
| 50 | Sigma Planning Corp | 39,814 | $795K | -2,031 | -4.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| &PARTNERS | 197,804 | $4M |
| CoreCap Advisors, LLC | 146,884 | $3M |
| Triad Wealth Partners, LLC | 130,301 | $3M |
| Centennial Wealth Advisory LLC | 118,426 | $2M |
| ASSETMARK, INC | 64,864 | $1M |
| Private Advisor Group, LLC | 46,218 | $923K |
| Envestnet Portfolio Solutions, Inc. | 45,540 | $909K |
| MML INVESTORS SERVICES, LLC | 26,606 | $531K |
| StoneX Group Inc. | 21,202 | $423K |
| Providence First Trust Co | 17,516 | $350K |
| Accurate Wealth Management, LLC | 14,028 | $280K |
| EdgeRock Capital LLC | 13,977 | $279K |
| Integrated Wealth Concepts LLC | 12,300 | $246K |
| DAVENPORT & Co LLC | 11,849 | $237K |
| INDEPENDENT FINANCIAL GROUP, LLC | 10,098 | $202K |
| Cambridge Investment Research Advis | 10,065 | $201K |
| Noble Wealth Management PBC | 4,750 | $95K |
| NI ACQUISITIONS COMPANY, LLC | 1,366 | $27K |
| Coppell Advisory Solutions LLC | 1,302 | $26K |
| Global Retirement Partners, LLC | 1,182 | $24K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| DAYMARK WEALTH PARTNERS, LLC | 126,258 | $3M |
| BridgePort Financial Solutions, LLC | 32,756 | $654K |
| Independent Advisor Alliance | 27,208 | $543K |
| CITADEL ADVISORS LLC | 26,466 | $529K |
| GOLDMAN SACHS GROUP INC | 15,336 | $306K |
| Mariner, LLC | 12,449 | $249K |
| CreativeOne Wealth, LLC | 9,982 | $199K |
| Legacy Wealth Managment, LLC/ID | 1,906 | $38K |
| Western Wealth Management, LLC | 400 | $8K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,217,874 | +131.6% | 2,143,132 |
| MORGAN STANLEY | +980,052 | +78.9% | 2,222,742 |
| STRATEGIC PLANNING GROUP, LLC | +481,148 | +20.1% | 2,869,793 |
| FIRST TRUST ADVISORS LP | +416,384 | +165.3% | 668,221 |
| Uniting Wealth Partners, LLC | +266,706 | +98.1% | 538,617 |
| ROYAL BANK OF CANADA | +253,670 | +65.4% | 641,554 |
| CHANNEL WEALTH LLC | +215,655 | +302.3% | 286,993 |
| Capital Investment Counsel, LLC | +202,507 | +44.5% | 657,747 |
| Ferguson Shapiro LLC | +134,283 | +16.0% | 972,151 |
| ENVESTNET ASSET MANAGEMENT INC | +93,454 | +74.3% | 219,175 |
| Beaumont Financial Advisors, LLC | +76,168 | +21.7% | 427,102 |
| LEGACY CAPITAL WEALTH MANAGEMENT, L | +69,460 | +15.1% | 530,567 |
| NewEdge Advisors, LLC | +66,753 | +260.9% | 92,342 |
| COMMONWEALTH EQUITY SERVICES, LLC | +56,897 | +15.6% | 421,970 |
| Prosperity Financial Group, Inc. | +56,842 | +84.6% | 123,997 |
| Farther Finance Advisors, LLC | +56,529 | +57.7% | 154,460 |
| HighTower Advisors, LLC | +51,406 | +86.3% | 110,945 |
| Dynamic Advisor Solutions LLC | +44,965 | +56.6% | 124,433 |
| WEDBUSH SECURITIES INC | +43,520 | +120.2% | 79,720 |
| Delta Investment Management, LLC | +33,705 | +11.4% | 329,490 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Arkadios Wealth Advisors | -66,673 | -81.0% | 15,590 |
| Avior Wealth Management, LLC | -26,698 | -27.2% | 71,617 |
| RFG Advisory, LLC | -22,695 | -34.4% | 43,317 |
| First Heartland Consultants, Inc. | -13,679 | -2.7% | 500,173 |
| Philip James Wealth Mangement, LLC | -6,800 | -7.0% | 90,246 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | -5,228 | -9.6% | 49,176 |
| Sigma Planning Corp | -2,031 | -4.9% | 39,814 |
| OneAscent Wealth Management LLC | -1,864 | -13.6% | 11,805 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -980 | -93.5% | 68 |
| IFP Advisors, Inc | -153 | -8.8% | 1,594 |
| Perigon Wealth Management, LLC | -43 | -0.3% | 13,372 |
| AMERIFLEX GROUP, INC. | -9 | -0.6% | 1,522 |