DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

WCMI

FIRST TR EXCHANGE-TRADED FD

170 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 33733E732·170 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 3.2%

vs prior quarter

13F value held

$631M

72.0% inst. owned

of float

Holders

170

+58 QoQ

filers reporting

Activity

+58 / −60

+963 added · −915 reduced

this quarter

Concentration

16.06%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

170 institutions reported WCMI in Q1 2026. LPL Financial LLC leads at 16.1% of the visible book. +58 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

$101M6.0M0.03%Q1 2026 02

FIDUCIARY TRUST CO

$62M3.7M0.73%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

$61M3.7M0.02%Q1 2026 04

Bank of New York Mellon Corp

$46M2.7M0.01%Q1 2026 05

NewEdge Advisors, LLC

$43M2.6M0.16%Q1 2026 06

ROYAL BANK OF CANADA

$41M2.4M0.01%Q1 2026 07

Koshinski Asset Management, Inc.

$32M1.9M1.97%Q1 2026 08

Evergreen Wealth Solutions, LLC

$26M1.6M1.84%Q1 2026 09

$26M1.5M0.07%Q1 2026 10

ENVESTNET ASSET MANAGEMENT INC

$22M1.3M0.01%Q1 2026 11

Ferguson Shapiro LLC

$20M1.2M6.20%Q1 2026 12

CITADEL ADVISORS LLC

$20M1.2M0.00%Q4 2025 13

Prism Advisors, Inc.

$19M1.1M5.12%Q1 2026 14

$18M1.1M0.02%Q1 2026 15

HighTower Advisors, LLC

$18M1.1M0.02%Q1 2026 16

Rockefeller Capital Management L.P.

$17M993K0.03%Q1 2026 17

NewEdge Wealth, LLC

$15M920K0.18%Q1 2026 18

Independent Advisor Alliance

$15M906K0.16%Q1 2026 19

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$15M872K0.03%Q1 2026 20

Berger Financial Group, Inc

$13M786K0.74%Q1 2026

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