Latest Period
Q4 2025
Security Snapshot
FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI) Institutional Ownership
CUSIP: 33733E732
13F Institutional Holders and Ownership History from Q4 2024 to Q1 2026
Institutions Reporting
123
Shares (Excl. Options)
40,382,277
Price
$17.01
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- Type / Class
- Equity / Common Shares
- Symbol
- WCMI
- Shares outstanding
- 4,550,560
- Price per share
- $16.77
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 40,382,277
- Total reported value
- $687,801,148
- % of total 13F portfolios
- 0%
- Share change
- +12,614,892
- Value change
- +$215,372,079
- Number of holders
- 123
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- WCMI - FIRST TRUST EXCHANGE-TRADED FUND - Common Shares is tracked under CUSIP 33733E732.
- 123 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 123 to 48 between Q4 2025 and Q1 2026.
- Reported value moved from $687,801,148 to $154,368,767.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 123 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 33733E732?
CUSIP 33733E732 identifies WCMI - FIRST TRUST EXCHANGE-TRADED FUND - Common Shares in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33733E732:
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 31 Dec 2025, 123 institutional investors reported holding 40,382,277 shares of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI). This represents 887% of the company’s total 4,550,560 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI) together control 705% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 80% | 3,643,204 | +19% | 0.02% | $61,970,892 |
| RAYMOND JAMES FINANCIAL INC | 71% | 3,235,498 | +82% | 0.02% | $55,035,820 |
| Fiduciary Trust Co | 61% | 2,753,536 | +25% | 0.53% | $46,837,647 |
| Bank of New York Mellon Corp | 54% | 2,452,200 | 0.01% | $41,711,919 | |
| NewEdge Advisors, LLC | 48% | 2,202,139 | +2.7% | 0.14% | $37,458,378 |
| Koshinski Asset Management, Inc. | 34% | 1,569,342 | 1.7% | $26,694,509 | |
| KINTRA WEALTH, LLC | 34% | 1,534,543 | 3.6% | $26,102,569 | |
| CWM, LLC | 30% | 1,354,146 | +1.8% | 0.06% | $23,034,000 |
| CITADEL ADVISORS LLC | 26% | 1,195,909 | +86% | 0.01% | $20,342,412 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26% | 1,177,458 | +797% | 0.03% | $20,888,105 |
| ROYAL BANK OF CANADA | 25% | 1,158,364 | +55% | 0% | $19,704,000 |
| Prism Advisors, Inc. | 25% | 1,137,920 | -1.6% | 5.2% | $19,356,019 |
| NewEdge Wealth, LLC | 21% | 961,500 | -2.8% | 0.18% | $16,355,118 |
| Beaumont Financial Advisors, LLC | 17% | 770,908 | +0.22% | 0.86% | $13,113,148 |
| Ferguson Shapiro LLC | 17% | 752,171 | 3.9% | $12,794,429 | |
| WESPAC Advisors SoCal, LLC | 16% | 731,326 | -1.7% | 2.5% | $12,439,848 |
| Rockefeller Capital Management L.P. | 15% | 702,109 | +100% | 0.02% | $11,942,885 |
| HighTower Advisors, LLC | 14% | 626,719 | +21% | 0.01% | $10,660,490 |
| STIFEL FINANCIAL CORP | 14% | 625,744 | +107% | 0.01% | $10,643,900 |
| IFP Advisors, Inc | 14% | 618,014 | -2.8% | 0.24% | $10,512,418 |
| Mariner, LLC | 13% | 601,022 | +35% | 0.01% | $10,223,382 |
| Cetera Investment Advisers | 13% | 597,984 | +16% | 0.01% | $10,171,711 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12% | 557,321 | +199% | 0.01% | $9,480,031 |
| Capital Investment Counsel, LLC | 12% | 557,128 | +4.4% | 1.3% | $9,476,747 |
| Commonwealth Financial Services, LLC | 12% | 544,972 | +7.1% | 1.5% | $9,269,974 |
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 (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 9,189,789 | $154,368,767 | +$34,248,987 | $16.77 | 48 |
| 2025 Q4 | 40,382,277 | $687,801,148 | +$215,372,079 | $17.01 | 123 |
| 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 |