FIRST TR EXCHANGE-TRADED FD

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SCIO·33738D770·US·ETF·Unknown - Unknown-13D/G

SCIO (FIRST TR EXCHANGE-TRADED FD) is held by 29 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($45.9M), LPL Financial LLC ($44.3M), FIRST TRUST ADVISORS LP ($13.8M). Net institutional sentiment: Bullish.

29

Holders

(4 Elite)

$169.6M

Total Value

90% (31)

Consensus

28 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)59

Insider (Form 4)27

Activist (13D/13G)68

Congressional (STOCK Act)38

Holder Quality

19

★★★★★

Elite

43

★★★★

Strong

27

★★★

Solid

65

★★

Below

12

★

Weak

Held by 29 funds

4 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Jul 7, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.10.6%Jul 7, 2026

ActivistSPSTRATEGIC PLANNING GROUP, LLC14.2%Feb 10, 2026

ActivistFIFOUNDATIONS INVESTMENT ADVISORS, LLC6.7%Nov 3, 2025

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Top Holders

Top Holders (29)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	2.2M(+78.9%)	$45.9M	0.0%	+0.78%	45
LPL Financial LLC	Increased	2.1M(+131.6%)	$44.3M	0.0%	+0.59%	47
FIRST TRUST ADVISORS LP	Increased	668,221(+165.3%)	$13.8M	0.0%	+0.92%	45
ROYAL BANK OF CANADA	Increased	641,554(+65.4%)	$13.3M	0.0%	+0.85%	41
Kestra Advisory Services, LLC	Increased	575,530(+1.3%)	$11.9M	0.0%	+1.47%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	421,970(+15.6%)	$8.7M	0.0%	+1.56%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	219,175(+74.3%)	$4.5M	0.0%	+0.80%	40
&PARTNERS	New	197,804	$4.1M	0.0%	-0.07%	37
Farther Finance Advisors, LLC	Increased	154,460(+57.7%)	$3.2M	0.0%	+1.23%	38
Sanctuary Advisors, LLC	Increased	118,304(+0.6%)	$2.4M	0.0%	+3.13%	26
Cetera Investment Advisers	Increased	117,552(+24.4%)	$2.4M	0.0%	+1.43%	32
HighTower Advisors, LLC	Increased	110,945(+86.3%)	$2.3M	0.0%	+1.28%	41
JANE STREET GROUP, LLC	Increased	94,142(+33.3%)	$1.9M	0.0%	+1.47%	33
NewEdge Advisors, LLC	Increased	92,342(+260.9%)	$1.9M	0.0%	+0.35%	42
OSAIC HOLDINGS, INC.	Increased	91,676(+2.7%)	$1.9M	0.0%	+1.58%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	66,932(+60.6%)	$1.4M	0.0%	+0.88%	37
ASSETMARK, INC	New	64,864	$1.3M	0.0%	-0.07%	35
Private Advisor Group, LLC	New	46,218	$955,336	0.0%	-0.07%	35
Envestnet Portfolio Solutions, Inc.	New	45,540	$941,301	0.0%	-0.07%	35
Steward Partners Investment Advisory, LLC	Increased	39,254(+25.1%)	$811,380	0.0%	+2.66%	30

Showing 1-20 of 31

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SCIOFIRST TR EXCHANGE-TRADED FD

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer