Who Owns FIRST TR EXCHANGE-TRADED FD (WCMI)? -- Institutional Holders (2026-06-30)

203 institutions reported holding $1.36B of FIRST TR EXCHANGE-TRADED FD (WCMI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($142.8M), RAYMOND JAMES FINANCIAL INC ($93.3M), Fiduciary Trust Co ($88.1M), Miracle Mile Advisors, LLC ($83.6M), Bank of New York Mellon Corp ($55.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$142.8M7.3MAdded
2RAYMOND JAMES FINANCIAL INC$93.3M4.8MAdded
3Fiduciary Trust Co$88.1M4.5MAdded
4Miracle Mile Advisors, LLC$83.6M4.3MNew
5Bank of New York Mellon Corp$55.8M2.8MAdded
6NewEdge Advisors, LLC$53.1M2.7MAdded
7Royal Bank of Canada$45.9M2.3MTrimmed
8Koshinski Asset Management, Inc.$39.6M2.0MAdded
9Janney Montgomery Scott LLC$31.3M1.6MAdded
10ENVESTNET ASSET MANAGEMENT INC$30.6M1.6MAdded
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24.6M1.3MAdded
12Ferguson Shapiro LLC$23.5M1.2MTrimmed
13Rockefeller Capital Management L.P.$23.0M1.2MAdded
14Beaumont Financial Advisors, LLC$22.4M1.1MAdded
15HighTower Advisors, LLC$21.8M1.1MAdded
16Prism Advisors, Inc.$20.3M1.0MTrimmed
17Private Advisor Group, LLC$18.0M921,683Added
18Commonwealth Financial Services, LLC$17.8M911,280Added
19NewEdge Wealth, LLC$16.6M845,808Trimmed
20STIFEL FINANCIAL CORP$16.4M838,741Added
21OSAIC HOLDINGS, INC.$16.2M829,630Added
22Parallel Advisors, LLC$15.8M807,735Added
23Berger Financial Group, Inc$15.4M785,432Trimmed
24Cetera Investment Advisers$14.8M758,477Added
25Mariner, LLC$14.0M714,658Trimmed

Source: SEC Form 13F filings · as of 2026-06-30