15 institutions reported holding $29.5M of FIRST TR EXCHANGE-TRADED FD (WCME) in SEC 13F filings for 2026-06-30. Largest institutional holders: Veracity Capital LLC ($10.7M), ENVESTNET ASSET MANAGEMENT INC ($10.3M), Kestra Advisory Services, LLC ($2.3M), United Advisor Group, LLC ($944,266), Concurrent Investment Advisors, LLC ($797,093). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Veracity Capital LLC | $10.7M | 544,556 | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.3M | 525,137 | Added |
| 3 | Kestra Advisory Services, LLC | $2.3M | 118,058 | Trimmed |
| 4 | United Advisor Group, LLC | $944,266 | 48,126 | Added |
| 5 | Concurrent Investment Advisors, LLC | $797,093 | 40,625 | Trimmed |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $786,162 | 40,068 | New |
| 7 | Boyce & Associates Wealth Consulting, Inc. | $779,435 | 39,761 | Added |
| 8 | HBW ADVISORY SERVICES LLC | $599,781 | 30,569 | Added |
| 9 | WOODWARD DIVERSIFIED CAPITAL, LLC | $589,641 | 30,052 | Added |
| 10 | DAYMARK WEALTH PARTNERS, LLC | $555,246 | 28,299 | Trimmed |
| 11 | Aurora Private Wealth, Inc. | $490,000 | 24,965 | New |
| 12 | Blackhawk Capital Partners, LLC | $419,039 | 21,357 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $199,366 | 10,161 | Trimmed |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14,716 | 750 | Hold |
| 15 | SBI Securities Co., Ltd. | $392 | 20 | Added |
Source: SEC Form 13F filings · as of 2026-06-30