FIRST TRUST EXCHANGE-TRADED FUND - WCME
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | History | Added to | 121,181 | 2,034 | 0.01% | 0.01% | 1 | +21,825 | 21.97% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 84,707 | 1,422 | 0.0% | — | 2 | +84,707 | New | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 79,831 | 1,340 | 0.0% | 0.0% | 3 | +12,926 | 19.32% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 70,734 | 1,187 | 0.17% | 0.09% | 4 | +34,488 | 95.15% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 65,105 | 1,093 | 0.01% | 0.02% | 5 | -20,960 | -24.35% | Q1 2026 | Apr 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 57,866 | 971 | 0.03% | 0.03% | 6 | -332 | -0.57% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | New | 44,901 | 753 | 0.0% | — | 7 | +44,901 | New | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 41,658 | 699 | 0.0% | — | 8 | +41,658 | New | Q1 2026 | May 04, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 38,311 | 643 | 0.49% | 0.3% | 9 | +17,695 | 85.83% | Q1 2026 | Apr 13, 2026 |
| United Advisor Group, LLC | History | New | 31,364 | 526 | 0.06% | — | 10 | +31,364 | New | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | New | 28,700 | 481 | 0.0% | — | 11 | +28,700 | New | Q1 2026 | Jun 02, 2026 |
| CITADEL ADVISORS LLC | History | New | 23,435 | 393 | 0.0% | — | 12 | +23,435 | New | Q1 2026 | May 15, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 22,420 | 376 | 0.14% | 0.14% | 13 | +1,503 | 7.19% | Q1 2026 | May 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 22,329 | 374 | 0.04% | — | 14 | +22,329 | New | Q1 2026 | May 04, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 22,030 | 369 | 0.33% | 0.31% | 15 | +1,944 | 9.68% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 20,988 | 352 | 0.0% | 0.0% | 16 | +7,653 | 57.39% | Q1 2026 | May 14, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | New | 18,762 | 348 | 0.16% | — | 17 | +18,762 | New | Q1 2026 | Apr 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 18,138 | 305 | 0.01% | 0.02% | 18 | -15,385 | -45.89% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 13,923 | 233 | 0.0% | — | 19 | +13,923 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 10,330 | 173 | 0.0% | — | 20 | +10,330 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 6,250 | 104 | 0.0% | — | 21 | +6,250 | New | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 3,700 | 62 | 0.01% | 0.0% | 22 | +3,550 | 2366.67% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 985 | 16 | 0.0% | — | 23 | +985 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 750 | 12 | 0.0% | — | 24 | +750 | New | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 497 | 8 | 0.0% | — | 25 | +497 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 200 | 3 | 0.0% | — | 27 | +200 | New | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Reduced | 232 | 3 | 0.0% | 0.0% | 26 | -25 | -9.73% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -101,194 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Wagner Wealth Management, Corp | History | Closed out | 0 | 0 | — | 0.44% | — | -25,922 | -100.0% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 27, 2026 |