| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| 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 | |||
| FIRST TRUST PORTFOLIOS LP | 1.8% | -72% | $967,930 | +$408,458 | 46,636 | +73% | First Trust Portfolios L.P. | 30 Sep 2025 |
As of 31 Dec 2025, 46 institutional investors reported holding 4,242,674 shares of FIRST TRUST EXCHANGE-TRADED FUND IV - Structured Credit Income Opportunities ETF (SCIO). This represents 76% of the company’s total 5,551,337 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND IV - Structured Credit Income Opportunities ETF (SCIO) together control 70% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| STRATEGIC PLANNING GROUP, LLC | 14% | 788,845 | +7.5% | 2.1% | $16,407,982 |
| Ferguson Shapiro LLC | 14% | 778,722 | 5% | $16,197,418 | |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 5.7% | 318,966 | 0% | 4% | $6,634,493 |
| Delta Investment Management, LLC | 4.6% | 254,274 | +48% | 0.92% | $5,288,897 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 3.6% | 199,532 | +2.4% | 0.05% | $4,150,266 |
| Snowden Capital Advisors LLC | 3.6% | 197,563 | +97% | 0.11% | $4,109,310 |
| Philip James Wealth Mangement, LLC | 2.6% | 145,927 | -1.8% | 0.35% | $3,035,283 |
| CRUX WEALTH ADVISORS | 2.4% | 130,823 | 1% | $2,721,118 | |
| DAYMARK WEALTH PARTNERS, LLC | 2.3% | 126,961 | 0.08% | $2,640,789 | |
| Capital Investment Counsel, LLC | 2% | 112,194 | 0.32% | $2,333,635 | |
| Sanctuary Advisors, LLC | 1.6% | 87,728 | +2.1% | 0.01% | $1,824,745 |
| HARBOUR INVESTMENTS, INC. | 1.3% | 74,203 | +843% | 0.03% | $1,543,422 |
| Wagner Wealth Management, LLC | 1.2% | 67,056 | +231% | 0.3% | $1,394,756 |
| Meridian Wealth Management, LLC | 1.2% | 64,581 | 0.05% | $1,343,285 | |
| JANE STREET GROUP, LLC | 1.1% | 61,570 | 0% | $1,280,656 | |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 1% | 55,778 | +0.9% | 0.77% | $1,160,182 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.97% | 53,578 | +98% | 0% | $1,114,430 |
| Brookstone Capital Management | 0.94% | 52,199 | 0.01% | $1,085,739 | |
| HighTower Advisors, LLC | 0.91% | 50,541 | +183% | 0% | $1,051,254 |
| Farther Finance Advisors, LLC | 0.9% | 50,130 | +291% | 0.01% | $1,042,710 |
| RFG Advisory, LLC | 0.88% | 48,894 | +117% | 0.02% | $1,016,995 |
| Prosperity Financial Group, Inc. | 0.86% | 47,470 | 0.36% | $987,376 | |
| CreativeOne Wealth, LLC | 0.81% | 44,863 | +9.8% | 0.02% | $933,149 |
| FIRST TRUST ADVISORS LP | 0.76% | 42,173 | -9.6% | 0% | $877,198 |
| Atria Investments, Inc | 0.68% | 38,021 | -53% | 0.01% | $790,836 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,242,674 | $88,247,730 | +$40,206,310 | $20.80 | 46 |
| 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 |