FIRST TRUST EXCHANGE-TRADED FUND - WCMI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 872,126 | 14,782 | 0.03% | 0.03% | 1 | -305,332 | -25.93% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 603,202 | 10,115 | 0.21% | 0.24% | 2 | -14,812 | -2.4% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 402,722 | 6,753 | 0.11% | 0.12% | 3 | -11,082 | -2.68% | Q1 2026 | Apr 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 318,967 | 5,349 | 0.17% | 0.17% | 4 | +1,426 | 0.45% | Q1 2026 | Apr 08, 2026 |
| Chris Bulman Inc | History | New | 287,768 | 4,825 | 2.11% | — | 5 | +287,768 | New | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 272,621 | 4,640 | 0.04% | 0.03% | 6 | +110,966 | 68.64% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | New | 223,634 | 3,750 | 0.04% | — | 7 | +223,634 | New | Q1 2026 | Apr 16, 2026 |
| LINCOLN CAPITAL CORP | History | New | 200,180 | 3,357 | 1.24% | — | 8 | +200,180 | New | Q1 2026 | Apr 16, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 145,654 | 2,442 | 0.3% | 0.06% | 9 | +116,616 | 401.6% | Q1 2026 | Apr 08, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 130,352 | 2,186 | 0.46% | 2.51% | 10 | -600,974 | -82.18% | Q1 2026 | Apr 15, 2026 |
| EASTERN BANK | History | No change | 104,017 | 1,744 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 91,236 | 1,530 | 1.62% | 1.25% | 12 | +23,109 | 33.92% | Q1 2026 | Apr 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 79,823 | 1,338 | 0.01% | 0.02% | 13 | -29,786 | -27.17% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 70,750 | 1,186 | 0.02% | 0.02% | 14 | +11,167 | 18.74% | Q1 2026 | Apr 14, 2026 |
| Cambridge Advisors Inc. | History | Added to | 70,509 | 1,182 | 0.23% | 0.22% | 15 | +1,755 | 2.55% | Q1 2026 | Apr 16, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 58,453 | 980 | 0.74% | 0.46% | 16 | +26,261 | 81.58% | Q1 2026 | Apr 13, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 54,883 | 920 | 0.91% | 0.88% | 17 | +1,772 | 3.34% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 39,338 | 659 | 0.04% | 0.05% | 18 | -1,335 | -3.28% | Q1 2026 | Apr 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 35,638 | 597 | 0.03% | 0.03% | 19 | +300 | 0.85% | Q1 2026 | Apr 15, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 32,236 | 540 | 0.4% | 0.22% | 20 | +13,905 | 75.86% | Q1 2026 | Apr 17, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 22,851 | 383 | 0.03% | 0.04% | 21 | -4,685 | -17.01% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,228 | 322 | 0.0% | 0.0% | 22 | +7,320 | 61.47% | Q1 2026 | Apr 20, 2026 |
| Roxbury Financial LLC | History | New | 17,527 | 293 | 0.26% | — | 23 | +17,527 | New | Q1 2026 | Apr 17, 2026 |
| Optivise Advisory Services LLC | History | Added to | 15,469 | 259 | 0.16% | 0.15% | 24 | +195 | 1.28% | Q1 2026 | Apr 15, 2026 |
| Opal Wealth Advisors, LLC | History | New | 15,062 | 252 | 0.06% | — | 25 | +15,062 | New | Q1 2026 | Apr 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 10,919 | 183 | 0.01% | — | 26 | +10,919 | New | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | New | 10,639 | 178 | 0.0% | — | 27 | +10,639 | New | Q1 2026 | Apr 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 8,694 | 145 | 0.02% | 0.02% | 28 | -2,141 | -19.76% | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,977 | 100 | 0.01% | 0.01% | 29 | -1,376 | -18.71% | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 3,600 | 60 | 0.01% | 0.0% | 30 | +3,450 | 2300.0% | Q1 2026 | Apr 21, 2026 |
| GoalVest Advisory LLC | History | Added to | 2,212 | 37 | 0.01% | 0.0% | 31 | +1,585 | 252.79% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | New | 650 | 10 | 0.0% | — | 32 | +650 | New | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 573 | 9 | 0.0% | — | 33 | +573 | New | Q1 2026 | Apr 09, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 277 | 4 | 0.0% | — | 34 | +277 | New | Q1 2026 | Apr 07, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,643,204 | -100.0% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,235,498 | -100.0% | Q4 2025 | Feb 18, 2026 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.53% | — | -2,753,536 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -2,452,200 | -100.0% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,202,139 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 1.72% | — | -1,569,342 | -100.0% | Q4 2025 | Feb 03, 2026 |
| KINTRA WEALTH, LLC | History | Closed out | 0 | 0 | — | 3.64% | — | -1,534,543 | -100.0% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,354,146 | -100.0% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,195,909 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,158,364 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Prism Advisors, Inc. | History | Closed out | 0 | 0 | — | 5.16% | — | -1,137,920 | -100.0% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -961,500 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -770,908 | -100.0% | Q4 2025 | Jan 16, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 3.94% | — | -752,171 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -702,109 | -100.0% | Q4 2025 | Mar 16, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -626,719 | -100.0% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -625,744 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -601,022 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.01% | — | -597,984 | -100.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -557,321 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 1.32% | — | -557,128 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -544,972 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.27% | — | -535,845 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -468,367 | -100.0% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -453,243 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -440,192 | -100.0% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Closed out | 0 | 0 | — | 0.24% | — | -425,830 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Philip James Wealth Mangement, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -399,407 | -100.0% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -346,911 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -324,196 | -100.0% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -295,470 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -230,627 | -100.0% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -200,914 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -146,952 | -100.0% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -145,763 | -100.0% | Q4 2025 | Jan 12, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -136,577 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Closed out | 0 | 0 | — | 0.29% | — | -124,489 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -123,340 | -100.0% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121,569 | -100.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -115,443 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Blackhawk Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -104,583 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -92,459 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -89,671 | -100.0% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.02% | — | -80,585 | -100.0% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -79,544 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -69,837 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Ducere Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -69,228 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -65,056 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.24% | — | -65,000 | -100.0% | Q4 2025 | Feb 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.3% | — | -63,054 | -100.0% | Q4 2025 | Jan 12, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -62,807 | -100.0% | Q4 2025 | Jan 22, 2026 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.16% | — | -59,332 | -100.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -48,246 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,144 | -100.0% | Q4 2025 | Jan 29, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Closed out | 0 | 0 | — | 0.48% | — | -43,603 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,154 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -37,740 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,572 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -36,458 | -100.0% | Q4 2025 | Feb 04, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.2% | — | -36,100 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -32,425 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -31,651 | -100.0% | Q4 2025 | Feb 17, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -30,078 | -100.0% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -27,886 | -100.0% | Q4 2025 | Feb 05, 2026 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 5.46% | — | -26,464 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -25,743 | -100.0% | Q4 2025 | Jan 28, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,246 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,245 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,864 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,650 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,433 | -100.0% | Q4 2025 | Feb 18, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -15,316 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,718 | -100.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -14,531 | -100.0% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,418 | -100.0% | Q4 2025 | Feb 10, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -14,123 | -100.0% | Q4 2025 | Jan 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,022 | -100.0% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,652 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -12,644 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -12,339 | -100.0% | Q4 2025 | Feb 10, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,895 | -100.0% | Q4 2025 | Jan 14, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -10,474 | -100.0% | Q4 2025 | Feb 06, 2026 |
| CRUX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.06% | — | -10,259 | -100.0% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,923 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,132 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Millstone Evans Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,237 | -100.0% | Q4 2025 | Feb 02, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,890 | -100.0% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,140 | -100.0% | Q4 2025 | Feb 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,885 | -100.0% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,720 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,512 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,483 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.01% | — | -1,168 | -100.0% | Q4 2025 | Feb 13, 2026 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -375 | -100.0% | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q4 2025 | Jan 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q4 2025 | Feb 27, 2026 |