Latest Period
Q2 2026
Security Snapshot
First Trust Exchange-Traded Fund IV - First Trust Structured Credit Income Opportunities ETF (SCIO) Institutional Ownership
CUSIP: 33738D770
13F Institutional Holders and Ownership History from Q1 2024 to Q2 2026
Institutions Reporting
96
Shares (Excl. Options)
18,351,155
Price
$20.67
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- Security type / class
- Equity / First Trust Structured Credit Income Opportunities ETF
- Symbol
- SCIO
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 18,351,155
- Total 13F value
- $379,296,601
- Portfolio coverage rank
- 0%
- Share change
- +5,634,830
- Value change
- +$116,457,991
- Number of holders
- 96
- Shares outstanding
- 21,659,196
- SEC-reported price per share
- $20.63
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SCIO - First Trust Exchange-Traded Fund IV - First Trust Structured Credit Income Opportunities ETF is tracked under CUSIP 33738D770.
- 96 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 80 to 96 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $262,463,349 to $379,296,601.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 96 institutions filings for Q2 2026.
Security key
33738D770
Latest holder period
Q2 2026
13F holders
96
13D/G owners
3
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D770:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
SCIO
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 11% | +439% | $47,321,652 | +$46,357,681 | 2,289,377 | +4809% | First Trust Portfolios L.P. | 30 Jun 2026 |
| STRATEGIC PLANNING GROUP, LLC | 14% | -44% | $16,455,307 | +$1,146,486 | 788,845 | +7.5% | STRATEGIC PLANNING GROUP, LLC | 31 Dec 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 6.7% | $4,045,336 | 194,909 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 30 Sep 2025 |
As of 30 Jun 2026, 96 institutional investors reported holding 18,351,155 shares of First Trust Exchange-Traded Fund IV - First Trust Structured Credit Income Opportunities ETF (SCIO). This represents 85% of the company’s total 21,659,196 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
73%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| STRATEGIC PLANNING GROUP, LLC | 13% | 2,869,793 | +20% | 6.5% | $59,318,623 |
| MORGAN STANLEY | 10% | 2,222,742 | +79% | 0% | $45,944,090 |
| LPL Financial LLC | 9.9% | 2,143,132 | +132% | 0.01% | $44,298,541 |
| Ferguson Shapiro LLC | 4.5% | 972,151 | +16% | 5.9% | $20,094,364 |
| FIRST TRUST ADVISORS LP | 3.1% | 668,221 | +165% | 0.01% | $13,812,128 |
| Capital Investment Counsel, LLC | 3% | 657,747 | +44% | 1.7% | $13,595,630 |
| ROYAL BANK OF CANADA | 3% | 641,554 | +65% | 0% | $13,261,000 |
| Kestra Advisory Services, LLC | 2.7% | 575,530 | +1.3% | 0.04% | $11,896,211 |
| Uniting Wealth Partners, LLC | 2.5% | 538,617 | +98% | 2.3% | $11,133,204 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 2.4% | 530,567 | +15% | 5.1% | $10,966,816 |
| First Heartland Consultants, Inc. | 2.3% | 500,173 | -2.7% | 0.67% | $10,338,576 |
| Beaumont Financial Advisors, LLC | 2% | 427,102 | +22% | 0.56% | $8,828,192 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.9% | 421,970 | +16% | 0.01% | $8,722,120 |
| Delta Investment Management, LLC | 1.5% | 329,490 | +11% | 1.1% | $6,810,562 |
| HARBOUR INVESTMENTS, INC. | 1.4% | 293,563 | +7.2% | 0.08% | $6,067,946 |
| CHANNEL WEALTH LLC | 1.3% | 286,993 | +302% | 1.3% | $5,932,142 |
| Brendel Financial Advisors LLC | 1.2% | 262,638 | +0.32% | 2.5% | $5,428,728 |
| Snowden Capital Advisors LLC | 1.1% | 228,957 | +7.3% | 0.11% | $4,732,541 |
| ENVESTNET ASSET MANAGEMENT INC | 1% | 219,175 | +74% | 0% | $4,530,348 |
| Foundations Investment Advisors, LLC | 0.94% | 204,157 | +1.3% | 0.04% | $4,219,931 |
| &PARTNERS | 0.91% | 197,804 | 0.02% | $4,088,608 | |
| Farther Finance Advisors, LLC | 0.71% | 154,460 | +58% | 0.02% | $3,192,680 |
| CoreCap Advisors, LLC | 0.68% | 146,884 | 0.09% | $3,036,092 | |
| CRUX WEALTH ADVISORS | 0.65% | 140,303 | +0.77% | 1% | $2,900,063 |
| Triad Wealth Partners, LLC | 0.6% | 130,301 | 0.16% | $2,675,072 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q2 2026
Rows shown
1-10 of 10
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 18,351,155 | $379,296,601 | +$116,457,991 | $20.67 | 96 |
| 2026 Q1 | 12,716,325 | $262,463,349 | +$174,034,737 | $20.64 | 80 |
| 2025 Q4 | 4,283,660 | $89,100,239 | +$40,937,139 | $20.80 | 48 |
| 2025 Q3 | 1,990,909 | $41,320,811 | +$35,161,643 | $20.76 | 28 |
| 2025 Q2 | 298,475 | $6,170,029 | -$2,590,010 | $20.67 | 14 |
| 2025 Q1 | 426,539 | $8,746,021 | -$5,770,219 | $20.50 | 9 |
| 2024 Q4 | 709,234 | $14,272,990 | -$648,141 | $20.12 | 9 |
| 2024 Q3 | 741,443 | $15,251,475 | +$104,187 | $20.57 | 9 |
| 2024 Q2 | 743,972 | $15,032,427 | +$3,067,552 | $20.20 | 7 |
| 2024 Q1 | 592,164 | $12,024,177 | +$12,024,177 | $20.30 | 5 |