13F Insight
DOSSIER · 13F Holders · Q1 2026
WCMI

FIRST TR EXCHANGE-TRADED FD

186 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33733E732·186 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$727M
visible holders
Holders
186
filers reporting
Concentration
13.94%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

186 institutions reported WCMI in Q1 2026. LPL Financial LLC leads at 13.9% 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
$101M6.0M0.03%Q1 202602
Miracle Mile Advisors, LLC
CIK 0001585859
$84M4.3M0.98%Q2 202603
FIDUCIARY TRUST CO
CIK 0000035442
$62M3.7M0.73%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$61M3.7M0.02%Q1 202605
Bank of New York Mellon Corp
CIK 0001390777
$46M2.7M0.01%Q1 202606
NewEdge Advisors, LLC
CIK 0001633516
$43M2.6M0.16%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$41M2.4M0.01%Q1 202608
Koshinski Asset Management, Inc.
CIK 0001633389
$32M1.9M1.97%Q1 202609
Evergreen Wealth Solutions, LLC
CIK 0001904432
$26M1.6M1.84%Q1 202610
CWM, LLC
CIK 0001535847
$26M1.5M0.07%Q1 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$25M1.3M0.04%Q2 202612
Janney Montgomery Scott LLC
CIK 0001329948
$24M1.4M0.06%Q1 202613
Ferguson Shapiro LLC
CIK 0001767433
$23M1.2M6.87%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M1.3M0.01%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$20M1.2M0.00%Q4 202516
Prism Advisors, Inc.
CIK 0001717027
$20M1.0M4.94%Q2 202617
Commonwealth Financial Services, LLC
CIK 0001536755
$18M911K2.40%Q2 202618
Mariner, LLC
CIK 0001373442
$18M1.1M0.02%Q1 202619
HighTower Advisors, LLC
CIK 0001462245
$18M1.1M0.02%Q1 202620
Rockefeller Capital Management L.P.
CIK 0001739439
$17M993K0.03%Q1 2026
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