13F Insight
DOSSIER · 13F Holders · Q2 2026
WCMI

FIRST TR EXCHANGE-TRADED FD

204 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33733E732·204 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$960M
visible holders
Holders
204
filers reporting
Concentration
14.88%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

204 institutions reported WCMI in Q2 2026. LPL Financial LLC leads at 14.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$143M7.3M0.03%Q2 202602
Apollon Wealth Management, LLC
CIK 0001764387
$102M5.4M1.17%Q3 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$93M4.8M0.03%Q2 202604
FIDUCIARY TRUST CO
CIK 0000035442
$88M4.5M0.96%Q2 202605
Miracle Mile Advisors, LLC
CIK 0001585859
$84M4.3M0.98%Q2 202606
Bank of New York Mellon Corp
CIK 0001390777
$56M2.8M0.01%Q2 202607
NewEdge Advisors, LLC
CIK 0001633516
$53M2.7M0.16%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$46M2.3M0.01%Q2 202609
Koshinski Asset Management, Inc.
CIK 0001633389
$40M2.0M2.11%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$31M1.6M0.01%Q2 202611
HCR Wealth Advisors
CIK 0001697715
$29M1.5M2.28%Q3 202612
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$26M1.4M0.04%Q3 202613
CWM, LLC
CIK 0001535847
$26M1.5M0.07%Q1 202614
Janney Montgomery Scott LLC
CIK 0001329948
$24M1.4M0.06%Q1 202615
Ferguson Shapiro LLC
CIK 0001767433
$23M1.2M6.77%Q3 202616
Rockefeller Capital Management L.P.
CIK 0001739439
$23M1.2M0.04%Q2 202617
HighTower Advisors, LLC
CIK 0001462245
$22M1.1M0.02%Q2 202618
Private Advisor Group, LLC
CIK 0001567755
$18M922K0.08%Q2 202619
Prism Advisors, Inc.
CIK 0001717027
$17M900K4.26%Q3 202620
NewEdge Wealth, LLC
CIK 0001861796
$17M846K0.17%Q2 2026
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