# FIRST TR EXCHANGE-TRADED FD (WCMI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WCMI/

- Reporting holders: 8
- Reported value: $27.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $17.0M | 900,182 | 4.3% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.2M | 167,638 | 0.0% | 7 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $2.7M | 142,575 | 0.3% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $2.0M | 104,017 | 0.0% | 4 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $1.9M | 100,376 | 1.6% | 6 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $580.7K | 30,433 | 0.4% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $172.7K | 9,050 | 0.0% | 4 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $46.9K | 2,460 | 0.0% | 5 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $4 | 192 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $27.6M |
| Q2 2026 | 193 | $1.4B |
| Q1 2026 | 172 | $905.9M |
| Q4 2025 | 124 | $688.6M |
| Q3 2025 | 100 | $484.2M |
| Q2 2025 | 78 | $255.4M |
| Q1 2025 | 42 | $80.0M |
| Q4 2024 | 19 | $25.0M |