Security Snapshot

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

CUSIP: 33733E732

13F Institutional Holders and Ownership History from Q4 2024 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

191

Shares (Excl. Options)

69,587,797

Price

$19.57

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+14,600,513
Value change
+$285,735,465
Number of holders
191
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
4,550,560
SEC-reported price per share
$18.51
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • WCMI - FIRST TRUST EXCHANGE-TRADED FUND - Common Shares is tracked under CUSIP 33733E732.
  • 191 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 172 to 191 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $948,500,824 to $1,361,925,641.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 191 institutions filings for Q2 2026.

Open SEC evidence

Security key

33733E732

Latest holder period

Q2 2026

13F holders

191

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
WCMI
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 Jun 2026, 191 institutional investors reported holding 69,587,797 shares of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI). This represents 1529% of the company’s total 4,550,560 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
1061%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
LPL Financial LLC 160% 7,296,414 +21% 0.03% $142,790,817
RAYMOND JAMES FINANCIAL INC 105% 4,768,307 +30% 0.03% $93,315,758
Fiduciary Trust Co 99% 4,500,781 +22% 0.96% $88,080,284
Composition Wealth, LLC 94% 4,270,879 0.98% $83,581,109
Bank of New York Mellon Corp 63% 2,849,621 +4.1% 0.01% $55,767,077
NewEdge Advisors, LLC 60% 2,712,219 +5.3% 0.16% $53,078,080
ROYAL BANK OF CANADA 52% 2,347,074 -4% 0.01% $45,933,000
Koshinski Asset Management, Inc. 44% 2,021,827 +7.1% 2.1% $39,567,154
Janney Montgomery Scott LLC 35% 1,599,224 +10% 0.06% $31,297,000
ENVESTNET ASSET MANAGEMENT INC 34% 1,564,802 +17% 0.01% $30,623,183
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28% 1,252,793 +44% 0.04% $24,567,276
Ferguson Shapiro LLC 26% 1,200,760 -1% 7% $23,498,868
Rockefeller Capital Management L.P. 26% 1,176,012 +18% 0.04% $23,014,571
Beaumont Financial Advisors, LLC 25% 1,146,836 +49% 1.4% $22,443,578
HighTower Advisors, LLC 24% 1,112,717 +5.9% 0.02% $21,775,876
Prism Advisors, Inc. 23% 1,038,292 -9.2% 4.9% $20,319,374
Private Advisor Group, LLC 20% 921,683 +1326% 0.08% $18,037,344
Commonwealth Financial Services, LLC 20% 911,280 +54% 2.4% $17,833,752
NewEdge Wealth, LLC 19% 845,808 -8.1% 0.17% $16,552,468
STIFEL FINANCIAL CORP 18% 838,741 +15% 0.01% $16,414,005
OSAIC HOLDINGS, INC. 18% 829,630 +59% 0.02% $16,235,294
Parallel Advisors, LLC 18% 807,735 +8.5% 0.24% $15,807,386
Berger Financial Group, Inc 17% 785,432 -0.06% 0.79% $15,370,905
Cetera Investment Advisers 17% 758,477 +31% 0.01% $14,843,393
Mariner, LLC 16% 714,658 -32% 0.01% $13,985,862

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
7
Latest
Q2 2026
Rows shown
1-7 of 7
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 69,587,797 $1,361,925,641 +$285,735,465 $19.57 191
2026 Q1 56,525,461 $948,500,824 +$263,805,732 $16.77 172
2025 Q4 40,428,864 $688,593,593 +$215,549,748 $17.01 124
2025 Q3 27,611,581 $465,302,107 +$206,528,863 $16.87 97
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
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