FIRST TR EXCHANGE-TRADED FD (WCMI)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
188
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+20
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $142.8M | 7,296,414 | 0.03% | 7q | +20.7%+$24.5M |
| RAYMOND JAMES FINANCIAL INC | $93.3M | 4,768,307 | 0.03% | 6q | +30.2%+$21.6M |
| Fiduciary Trust Co | $88.1M | 4,500,781 | 0.96% | 4q | +21.9%+$15.8M |
| Composition Wealth, LLC | $83.6M | 4,270,879 | 0.98% | new | NEW |
| Bank of New York Mellon Corp | $55.8M | 2,849,621 | 0.01% | 3q | +4.1%+$2.2M |
| NewEdge Advisors, LLC | $53.1M | 2,712,219 | 0.16% | 5q | +151.3%+$32.0M |
| ROYAL BANK OF CANADA | $45.9M | 2,347,074 | 0.01% | 5q | -4.0%-$1.9M |
| Koshinski Asset Management, Inc. | $39.6M | 2,021,827 | 2.11% | 7q | +7.1%+$2.6M |
| ENVESTNET ASSET MANAGEMENT INC | $30.6M | 1,564,802 | 0.01% | 5q | +17.3%+$4.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.6M | 1,252,793 | 0.04% | 4q | +43.6%+$7.5M |
| Ferguson Shapiro LLC | $23.5M | 1,200,760 | 6.87% | 3q | -1.0%-$247.4K |
| Rockefeller Capital Management L.P. | $23.0M | 1,176,012 | 0.04% | 5q | +18.4%+$3.6M |
| Beaumont Financial Advisors, LLC | $22.4M | 1,146,836 | 1.43% | 5q | +49.5%+$7.4M |
| HighTower Advisors, LLC | $21.8M | 1,112,717 | 0.02% | 6q | +5.9%+$1.2M |
| Prism Advisors, Inc. | $20.3M | 1,038,292 | 4.94% | 4q | -9.2%-$2.1M |
| Private Advisor Group, LLC | $18.0M | 921,683 | 0.08% | 2q | +1325.8%+$16.8M |
| Commonwealth Financial Services, LLC | $17.8M | 911,280 | 2.40% | 5q | +53.6%+$6.2M |
| NewEdge Wealth, LLC | $16.6M | 845,808 | 0.17% | 5q | -8.1%-$1.5M |
| STIFEL FINANCIAL CORP | $16.4M | 838,741 | 0.01% | 6q | +15.1%+$2.1M |
| OSAIC HOLDINGS, INC. | $16.2M | 829,630 | 0.02% | 7q | +59.1%+$6.0M |
| Parallel Advisors, LLC | $15.8M | 807,735 | 0.24% | 3q | +8.5%+$1.2M |
| Berger Financial Group, Inc | $15.4M | 785,432 | 0.78% | 2q | HELD |
| Cetera Investment Advisers | $14.8M | 758,477 | 0.01% | 6q | +30.9%+$3.5M |
| Mariner, LLC | $14.0M | 714,658 | 0.01% | 5q | -32.3%-$6.7M |
| MORGAN STANLEY | $13.9M | 711,557 | 0.00% | 2q | +110562.1%+$13.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.1M | 669,758 | 0.02% | 7q | +16.6%+$1.9M |
| IFP Advisors, Inc | $12.1M | 617,647 | 0.22% | 4q | +2.4%+$282.7K |
| Capital Investment Counsel, LLC | $11.5M | 587,422 | 1.42% | 5q | HELD |
| Arax Advisory Partners | $11.4M | 581,366 | 0.08% | 3q | +4.5%+$492.8K |
| Kestra Advisory Services, LLC | $10.7M | 546,403 | 0.03% | 6q | +3.9%+$404.0K |
| AXXCESS WEALTH MANAGEMENT, LLC | $10.3M | 525,636 | 0.16% | 5q | +7.6%+$723.5K |
| Integrated Wealth Concepts LLC | $9.4M | 478,665 | 0.05% | new | NEW |
| VestGen Advisors, LLC | $9.3M | 476,043 | 0.27% | 2q | +125.9%+$5.2M |
| UBS Group AG | $9.1M | 466,762 | 0.00% | 2q | +1728648.1%+$9.1M |
| JANE STREET GROUP, LLC | $9.0M | 461,311 | 0.00% | 7q | +2033.4%+$8.6M |
| Pathstone Holdings, LLC | $8.9M | 454,896 | 0.03% | 2q | +130.4%+$5.0M |
| Mach-1 Financial Group, LLC | $8.5M | 436,175 | 3.31% | 2q | -8.6%-$805.4K |
| Atlanta Consulting Group Advisors, LLC | $8.5M | 433,206 | 1.34% | new | NEW |
| Oxford Wealth Group, LLC | $8.3M | 426,643 | 3.73% | 2q | +21.4%+$1.5M |
| Steward Partners Investment Advisory, LLC | $8.0M | 410,930 | 0.04% | 5q | -0.6%-$48.6K |
| Cullen/Frost Bankers, Inc. | $8.0M | 410,588 | 0.08% | 3q | +25.9%+$1.7M |
| KINTRA WEALTH, LLC | $8.0M | 396,906 | 0.42% | 3q | -74.4%-$23.1M |
| Uniting Wealth Partners, LLC | $7.2M | 366,934 | 1.46% | 2q | +37.8%+$2.0M |
| TRUIST FINANCIAL CORP | $7.1M | 363,210 | 0.01% | new | NEW |
| Prairie Wealth Advisors, Inc. | $6.6M | 0 | 1.57% | new | NEW |
| Meridian Wealth Management, LLC | $6.6M | 337,010 | 0.20% | 5q | -0.6%-$38.7K |
| Dynamic Advisor Solutions LLC | $6.3M | 322,882 | 0.18% | 5q | +1.2%+$76.6K |
| HARBOUR INVESTMENTS, INC. | $6.1M | 310,509 | 0.08% | 6q | +7.2%+$408.2K |
| Chris Bulman Inc | $6.0M | 306,389 | 2.19% | 2q | +6.5%+$364.4K |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $5.9M | 301,672 | 2.78% | 2q | -6.1%-$385.9K |
| Hobart Private Capital, LLC | $5.8M | 294,004 | 0.99% | new | NEW |
| Lakeridge Wealth Management LLC | $5.4M | 277,752 | 1.99% | new | NEW |
| Philip James Wealth Mangement, LLC | $5.1M | 262,053 | 0.58% | 7q | -7.2%-$395.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.9M | 251,253 | 0.00% | 5q | +50.5%+$1.7M |
| &PARTNERS | $4.8M | 246,807 | 0.02% | 2q | +2.2%+$102.7K |
| Brookstone Capital Management | $4.6M | 236,530 | 0.05% | 2q | +5.8%+$252.4K |
| Private Wealth Asset Management, LLC | $4.6M | 235,008 | 0.44% | 4q | +8.1%+$345.7K |
| Mutual Advisors, LLC | $4.6M | 234,758 | 0.09% | 5q | +0.6%+$29.2K |
| Centennial Wealth Advisory LLC | $4.4M | 227,057 | 0.96% | new | NEW |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $4.4M | 224,971 | 0.05% | 3q | +185.6%+$2.9M |
| MGO ONE SEVEN LLC | $4.1M | 211,179 | 0.07% | 3q | +7.1%+$272.6K |
| Commerce Advisors, LLC | $4.1M | 207,879 | 2.21% | 2q | +178.0%+$2.6M |
| LINCOLN CAPITAL CORP | $4.1M | 207,300 | 1.32% | 2q | +3.6%+$139.3K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $3.7M | 188,819 | 1.04% | new | NEW |
| Symphony Financial, Ltd. Co. | $3.5M | 180,024 | 0.38% | 5q | +25.6%+$709.0K |
| Farther Finance Advisors, LLC | $3.3M | 168,576 | 0.03% | 6q | -38.2%-$2.0M |
| First National Trust Co | $3.2M | 165,962 | 0.11% | 7q | +4.8%+$149.3K |
| Vise Technologies, Inc. | $3.0M | 154,899 | 0.03% | new | NEW |
| DAYMARK WEALTH PARTNERS, LLC | $3.0M | 153,932 | 0.07% | 5q | -4.5%-$140.5K |
| AlTi Global, Inc. | $3.0M | 153,701 | 0.06% | 3q | HELD |
| Blackhawk Capital Partners, LLC | $3.0M | 152,992 | 0.98% | 6q | +17.6%+$447.0K |
| INSPIRION WEALTH ADVISORS, LLC | $2.8M | 145,726 | 0.32% | 3q | HELD |
| Midwest Financial Group LLC | $2.7M | 139,583 | 0.96% | new | NEW |
| Sanctuary Advisors, LLC | $2.5M | 125,672 | 0.01% | 4q | +3.5%+$84.3K |
| WESPAC Advisors SoCal, LLC | $2.4M | 125,088 | 0.44% | 5q | -4.0%-$103.0K |
| LEIGH BALDWIN & CO., LLC | $2.4M | 123,828 | 1.31% | 2q | +23.5%+$461.1K |
| Boyer Financial Services, Inc. | $2.3M | 119,840 | 1.96% | 3q | +31.4%+$553.2K |
| Sound Portfolio Advisors, LLC | $2.3M | 118,168 | 1.64% | 2q | +709.4%+$2.0M |
| MML INVESTORS SERVICES, LLC | $2.1M | 109,666 | 0.00% | 4q | +8.1%+$159.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 109,593 | 0.00% | 4q | +551.1%+$1.8M |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.1M | 109,408 | 0.04% | 5q | +54.2%+$752.9K |
| Golden State Wealth Management, LLC | $2.1M | 107,368 | 0.19% | 7q | +1.2%+$25.7K |
| EASTERN BANK | $2.0M | 104,017 | 0.03% | 3q | HELD |
| Spire Wealth Management | $2.0M | 103,096 | 0.06% | 2q | +2.2%+$43.5K |
| Advyzon Investment Management, LLC | $2.0M | 101,266 | 0.14% | 7q | +10.6%+$190.2K |
| PSI Advisors, LLC | $1.9M | 96,735 | 0.44% | 2q | -0.8%-$14.4K |
| Legacy Capital Wealth Partners, LLC | $1.8M | 90,588 | 0.34% | 2q | +14.0%+$217.1K |
| Main Street Financial Solutions, LLC | $1.8M | 89,993 | 0.11% | 5q | +51.7%+$600.6K |
| Apollon Wealth Management, LLC | $1.6M | 82,092 | 0.02% | 5q | -2.2%-$36.3K |
| Foundations Investment Advisors, LLC | $1.5M | 78,879 | 0.02% | 2q | +8.4%+$119.7K |
| Fifth Third Securities, Inc. | $1.5M | 78,269 | 0.09% | 4q | +99.0%+$761.9K |
| Dakota Wealth Management | $1.5M | 76,107 | 0.03% | 2q | +131.1%+$844.9K |
| Advisor OS, LLC | $1.4M | 73,691 | 0.10% | 7q | +58.5%+$532.3K |
| JPMORGAN CHASE & CO | $1.4M | 73,182 | 0.00% | 2q | +147.4%+$843.7K |
| HBW ADVISORY SERVICES LLC | $1.4M | 72,000 | 0.13% | 5q | -3.5%-$51.6K |
| Equitable Holdings, Inc. | $1.4M | 71,885 | 0.01% | 2q | +141.5%+$824.4K |
| Legacy Wealth Managment, LLC/ID | $1.4M | 71,227 | 0.57% | 2q | -5.5%-$81.8K |
| Wealthcare Advisory Partners LLC | $1.4M | 70,863 | 0.03% | 4q | HELD |
| Cambridge Advisors Inc. | $1.4M | 70,543 | 0.24% | 4q | HELD |
| Garden State Investment Advisory Services LLC | $1.4M | 70,081 | 0.25% | 4q | +16.6%+$195.2K |
Showing the largest 100 of 193 reported holders.
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 | 188 | $1.3B | 67,495,598 | 31 | 102 | 36 | 0.0% |
| Q1 2026 | 168 | $901.9M | 53,264,403 | 55 | 74 | 23 | 0.0% |
| Q4 2025 | 119 | $656.4M | 38,536,683 | 24 | 59 | 19 | 0.0% |
| Q3 2025 | 96 | $451.4M | 25,703,537 | 29 | 47 | 11 | 0.0% |
| Q2 2025 | 73 | $226.7M | 14,262,006 | 39 | 24 | 5 | 0.0% |
| Q1 2025 | 37 | $60.7M | 4,290,241 | 22 | 9 | 6 | 0.0% |
| Q4 2024 | 15 | $21.8M | 1,658,078 | 14 | 0 | 0 | 0.0% |