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SCIO FIRST TR EXCHANGE-TRADED FD

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STRUCTURED CR IN (fund)

29 managers (29 13F filers) reported a position in SCIO shares at 2025-09-30, 1,996,759 shares in all. 15 filers opened a position and 0 filers sold out during the quarter.

Managers
29
13F filers
29
New
15
Added
11
Reduced
1
Sold out
0
Shares held by filers
1,996,759

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
STRATEGIC PLANNING GROUP, LLC733,884$15.2M2.06%new13F-HRTimeline
Foundations Investment Advisors, LLC194,909$4.05M0.06%new13F-HRTimeline
Delta Investment Management, LLC171,755$3.56M0.64%new13F-HRTimeline
Philip James Wealth Mangement, LLC148,579$3.08M0.36%new13F-HRTimeline
Snowden Capital Advisors LLC100,169$2.08M0.06%+18,57113F-HRTimeline
Sanctuary Advisors, LLC85,886$1.78M0.01%new13F-HR/ATimeline
FLOW TRADERS U.S. LLC82,940$1.72M0.07%+72,11013F-HRTimeline
Atria Investments, Inc81,749$1.7M0.02%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC55,278$1.15M0.82%+3,90013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP46,636$968K<0.01%+7,54513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,872$848K0.02%-42513F-HRTimelineGroup
BridgePort Financial Solutions, LLC33,659$699K0.19%+1,98313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,082$562K<0.01%+1,41213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,680$533K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…25,461$528K<0.01%new13F-HRTimeline
RFG Advisory, LLC22,569$468K0.01%new13F-HRTimeline
Wagner Wealth Management, LLC20,257$420K0.1%+20,00013F-HRTimeline
HighTower Advisors, LLC17,837$370K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC12,826$266K<0.01%new13F-HRTimeline
Cetera Investment Advisers12,028$250K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors11,857$246K0.01%new13F-HRTimeline
Triton Wealth Management, PLLC11,650$242K0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,867$163K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC7,247$150K0.01%+6,73713F-HRTimeline
Medallion Wealth Advisors, LLC5,850$121K0.04%+3,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,560$94.7K<0.01%+3,33513F-HRTimelineGroup
Larson Financial Group LLC3,650$75.8K<0.01%013F-HRTimeline
IFP Advisors, Inc2,116$43.9K<0.01%new13F-HR/ATimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,906$39.6K0.02%+19313F-HRTimelineGroup