STRATEGIC PLANNING GROUP, LLC

Holdings History for FIRST TRUST EXCHANGE-TRADED FUND IV - Structured Credit Income Opportunities ETF (SCIO)

Symbol: SCIO
Investment type: Equity / Structured Credit Income Opportunities ETF
Latest Disclosed Shares Owned: 788,845 shares
Security Ownership %: 14%

Shares, Excluding Options vs Price

Value, Excluding Options

STRATEGIC PLANNING GROUP, LLC ownership in FIRST TRUST EXCHANGE-TRADED FUND IV Structured Credit Income Opportunities ETF (SCIO)

10 Feb 2026 - STRATEGIC PLANNING GROUP, LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 788,845 shares of FIRST TRUST EXCHANGE-TRADED FUND IV Structured Credit Income Opportunities ETF (SCIO). This represents 14% ownership of the company. In their previous filing dated 10 Dec 2025, STRATEGIC PLANNING GROUP, LLC had reported owning 733,884 shares, indicating an increase of +7.5%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
STRATEGIC PLANNING GROUP, LLC	14%	-44%	$16,455,307	788,845	+54,961	+7.5%	$20.86	13G/A	31 Dec 2025	10 Feb 2026, 14:32
STRATEGIC PLANNING GROUP, LLC	25%		$15,279,465	733,884			$20.82	13G	20 Aug 2025	10 Dec 2025, 14:17

Holdings date	Option	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025		2.1%	+0.15%	$16,407,982	788,845	+54,961	+7.5%	$20.80	Q4 2025
30 Sep 2025		2.1%	+2.1%	$15,231,765	733,884	+733,884	NEW	$20.76	Q3 2025

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.