FIRST TR EXCHANGE-TRADED FD (WCME)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
29
Reporting holders
$35.6M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Veracity Capital LLC | $10.7M | 544,556 | 2.88% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $10.3M | 525,137 | 0.00% | 2q | +1160.6%+$9.5M |
| Kestra Advisory Services, LLC | $2.3M | 118,058 | 0.01% | 3q | -2.6%-$61.3K |
| Cetera Investment Advisers | $2.0M | 101,315 | 0.00% | 5q | +26.9%+$421.5K |
| OSAIC HOLDINGS, INC. | $1.0M | 52,864 | 0.00% | 2q | +411.8%+$834.5K |
| United Advisor Group, LLC | $944.3K | 48,126 | 0.10% | 2q | +53.4%+$328.9K |
| Concurrent Investment Advisors, LLC | $797.1K | 40,625 | 0.01% | 5q | -37.6%-$480.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $786.2K | 40,068 | 0.01% | new | NEW |
| Boyce & Associates Wealth Consulting, Inc. | $779.4K | 39,761 | 0.54% | 4q | +3.8%+$28.4K |
| HBW ADVISORY SERVICES LLC | $599.8K | 30,569 | 0.05% | 2q | +36.9%+$161.7K |
| WOODWARD DIVERSIFIED CAPITAL, LLC | $589.6K | 30,052 | 0.26% | 2q | +60.2%+$221.5K |
| NewEdge Advisors, LLC | $574.9K | 29,300 | 0.00% | 2q | +2.1%+$11.8K |
| DAYMARK WEALTH PARTNERS, LLC | $555.2K | 28,299 | 0.01% | 3q | -51.1%-$580.1K |
| JPMORGAN CHASE & CO | $524.5K | 27,102 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $486.6K | 24,798 | 0.00% | 2q | -70.7%-$1.2M |
| CITADEL ADVISORS LLC | $458.7K | 23,379 | 0.00% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $423.8K | 21,600 | 0.00% | 2q | +55.1%+$150.6K |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $419.2K | 21,367 | 0.34% | 5q | -3.0%-$13.0K |
| Blackhawk Capital Partners, LLC | $419.0K | 21,357 | 0.14% | 4q | -4.7%-$20.9K |
| RAYMOND JAMES FINANCIAL INC | $398.9K | 20,328 | 0.00% | 3q | -3.1%-$12.9K |
| TRUIST FINANCIAL CORP | $199.4K | 10,161 | 0.00% | 2q | -77.4%-$681.6K |
| OLD MISSION CAPITAL LLC | $196.6K | 10,019 | 0.00% | new | NEW |
| Topsail Wealth Management, LLC | $93.7K | 4,775 | 0.01% | 5q | +29.1%+$21.1K |
| HARBOUR INVESTMENTS, INC. | $19.3K | 985 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $14.7K | 750 | 0.00% | 2q | HELD |
| FMR LLC | $4.6K | 232 | 0.00% | 7q | HELD |
| UBS Group AG | $2.8K | 144 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $494 | 25,202 | 0.02% | 5q | +38.9% |
| Aurora Private Wealth, Inc. | $490 | 24,965 | 0.31% | new | NEW |
| SBI Securities Co., Ltd. | $392 | 20 | 0.00% | 2q | +150.0% |
| MERCER GLOBAL ADVISORS INC /ADV | $294 | 15 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 29 | $35.6M | 1,815,762 | 6 | 11 | 8 | 0.0% |
| Q1 2026 | 26 | $13.5M | 802,497 | 15 | 8 | 3 | 0.0% |
| Q4 2025 | 13 | $9.5M | 549,247 | 4 | 5 | 2 | 0.0% |
| Q3 2025 | 12 | $6.0M | 351,748 | 5 | 5 | 1 | 0.0% |
| Q2 2025 | 8 | $4.2M | 265,880 | 6 | 1 | 1 | 0.0% |
| Q1 2025 | 3 | $278.1K | 20,404 | 0 | 1 | 2 | 0.0% |
| Q4 2024 | 3 | $335.9K | 26,175 | 3 | 0 | 0 | 0.0% |