FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI)

Historical Holders from Q4 2024 to Q4 2025

Type / Class
Equity / Common Shares
Symbol
WCMI
Shares outstanding
4,550,560
Price per share
$17.01
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
27,586,283
Holdings value
$464,875,333
% of all portfolios
0%
Share change
+12,187,043
Value change
+$206,102,088
Average buys %
+0%
Average sells %
-0%
Number of holders
96
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Arax Advisory Partners 13% $8,945,399 609,775 Arax Advisory Partners 31 Dec 2024
As of 30 Sep 2025, FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI) has 96 institutional shareholders filing 13F forms. They hold 27,586,283 shares .

Top 25 institutional shareholders own 507% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
LPL Financial LLC 67% 3,059,134 +31% 0.02% $51,607,589
Fiduciary Trust Co 48% 2,194,120 0.42% $37,014,804
NewEdge Advisors, LLC 47% 2,145,150 +1533% 0.16% $36,188,712
RAYMOND JAMES FINANCIAL INC 39% 1,778,610 +19% 0.01% $30,005,151
McCarthy & Cox 34% 1,543,602 5.9% $26,040,566
CWM, LLC 29% 1,330,752 +14% 0.07% $22,450,000
Prism Advisors, Inc. 25% 1,156,819 5.3% $19,515,537
NewEdge Wealth, LLC 22% 988,922 +85% 0.24% $16,554,556
Beaumont Financial Advisors, LLC 17% 769,217 -3.6% 0.87% $12,976,683
ROYAL BANK OF CANADA 16% 749,139 +30% 0% $12,638,000
WESPAC Advisors SoCal, LLC 16% 744,071 -1.9% 2.5% $12,552,478
CITADEL ADVISORS LLC 14% 642,246 +1363% 0.01% $10,834,690
IFP Advisors, Inc 14% 636,090 0.28% $10,730,848
Capital Investment Counsel, LLC 12% 533,772 +4.7% 1.3% $9,004,734
Cetera Investment Advisers 11% 517,433 +59% 0.01% $8,729,100
HighTower Advisors, LLC 11% 516,076 +45% 0.01% $8,706,198
Commonwealth Financial Services, LLC 11% 508,896 +17% 1.5% $8,585,076
Mariner, LLC 9.8% 446,371 +2913% 0.01% $7,530,279
AXXCESS WEALTH MANAGEMENT, LLC 9.3% 423,928 +2.7% 0.15% $7,151,665
Prospera Financial Services Inc 9.2% 420,351 0.12% $7,091,095
First National Trust Co 9.1% 413,879 +56% 0.24% $6,982,138
JANE STREET GROUP, LLC 8.9% 404,076 -48% 0.01% $6,816,762
Philip James Wealth Mangement, LLC 8.7% 397,896 +12% 0.78% $6,712,506
Janney Montgomery Scott LLC 8.4% 382,134 +32% 0.02% $6,447,000
Rockefeller Capital Management L.P. 7.7% 351,669 +618% 0.01% $5,932,656

Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 2,309,101 $40,137,344 +$19,109,159 $17.01 6
2025 Q3 27,586,283 $464,875,333 +$206,102,088 $16.87 96
2025 Q2 15,417,794 $245,062,304 +$155,109,596 $15.91 75
2025 Q1 5,658,477 $80,019,468 +$53,211,397 $14.14 42
2024 Q4 1,897,465 $24,970,302 +$22,723,110 $13.16 19