First Trust Structured Crd Inc Opp ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
First Trust Structured Credit Income Opportunities ETF SCIO
Morningstar’s Analysis SCIO
Will SCIO outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SCIO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SCIO’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
5 Year Treasury Note Future Sept 26 | 8.55 | 44M | Government |
2 Year Treasury Note Future Sept 26 | 7.98 | 41M | Government |
10 Year Treasury Note Future Sept 26 | 5.27 | 27M | Government |
Federal National Mortgage Association 5.5% | 2.04 | 10M | Securitized |
Morgan Stanley Instl Lqudty Trs Instl | 1.22 | 6M | Cash and Equivalents |
ZAYO ISSUER LLC 9.489% | 0.93 | 5M | Securitized |
FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 4.5121% | 0.93 | 5M | Securitized |
Government National Mortgage Association 1.00027% | 0.89 | 5M | Securitized |
RCO IX MORTGAGE LLC 2025-4 6.9% | 0.82 | 4M | Securitized |
VERUS SEC TRUST 2024-2 8.68466% | 0.80 | 4M | Securitized |
United States