FIRST TRUST EXCHANGE-TRADED FUND - WCME
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WESPAC Advisors SoCal, LLC | History | Added to | 101,194 | 1,742 | 0.35% | 0.29% | 1 | +18,155 | 21.86% | Q4 2025 | Jan 07, 2026 |
| Kestra Advisory Services, LLC | History | New | 99,356 | 1,710 | 0.01% | — | 2 | +99,356 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 86,065 | 1,482 | 0.02% | 0.02% | 3 | +11,334 | 15.17% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 66,905 | 1,152 | 0.0% | 0.0% | 4 | +14,267 | 27.1% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 58,198 | 1,002 | 0.03% | — | 5 | +58,198 | New | Q4 2025 | Jan 12, 2026 |
| Maridea Wealth Management LLC | History | New | 36,246 | 624 | 0.09% | — | 6 | +36,246 | New | Q4 2025 | Jan 08, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 33,523 | 577 | 0.02% | 0.03% | 7 | -4,669 | -12.23% | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, Corp | History | New | 25,922 | 446 | 0.44% | — | 8 | +25,922 | New | Q4 2025 | Feb 12, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 20,917 | 360 | 0.14% | 0.12% | 9 | +2,381 | 12.85% | Q4 2025 | Feb 04, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 20,616 | 355 | 0.3% | 0.28% | 10 | +843 | 4.26% | Q4 2025 | Jan 20, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 20,086 | 345 | 0.31% | 0.34% | 11 | -1,662 | -7.64% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 13,335 | 229 | 0.0% | — | 12 | +13,335 | New | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Reduced | 257 | 4 | 0.0% | 0.0% | 13 | -13 | -4.81% | Q4 2025 | Feb 17, 2026 |
| Topsail Wealth Management, LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,617 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -21,298 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,483 | -100.0% | Q3 2025 | Oct 16, 2025 |