Who Owns FIRST TR EXCHANGE-TRADED FD (WCMI)? -- Institutional Holders (2026-06-30)

98 institutions reported holding $503.7M of FIRST TR EXCHANGE-TRADED FD (WCMI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Miracle Mile Advisors, LLC ($83.6M), Koshinski Asset Management, Inc. ($39.6M), ENVESTNET ASSET MANAGEMENT INC ($30.6M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($24.6M), Ferguson Shapiro LLC ($23.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Miracle Mile Advisors, LLC$83.6M4.3MNew
2Koshinski Asset Management, Inc.$39.6M2.0MAdded
3ENVESTNET ASSET MANAGEMENT INC$30.6M1.6MAdded
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24.6M1.3MAdded
5Ferguson Shapiro LLC$23.5M1.2MTrimmed
6Beaumont Financial Advisors, LLC$22.4M1.1MAdded
7Prism Advisors, Inc.$20.3M1.0MTrimmed
8Private Advisor Group, LLC$18.0M921,683Added
9Commonwealth Financial Services, LLC$17.8M911,280Added
10Berger Financial Group, Inc$15.4M785,432Trimmed
11COMMONWEALTH EQUITY SERVICES, LLC$13.1M669,758Added
12IFP Advisors, Inc$12.1M617,647Added
13Capital Investment Counsel, LLC$11.5M587,422Added
14Kestra Advisory Services, LLC$10.7M546,403Added
15Cambridge Investment Research Advisors, Inc.$10.3M528,492Added
16AXXCESS WEALTH MANAGEMENT, LLC$10.3M525,636Added
17Mach-1 Financial Group, LLC$8.5M436,175Trimmed
18Cullen/Frost Bankers, Inc.$8.0M410,588Added
19TRUIST FINANCIAL CORP$7.1M363,210New
20Dynamic Advisor Solutions LLC$6.3M322,882Added
21Chris Bulman Inc$6.0M306,389Added
22Hobart Private Capital, LLC$5.8M294,004New
23Lakeridge Wealth Management LLC$5.4M277,752New
24Philip James Wealth Mangement, LLC$5.1M262,053Trimmed
25Brookstone Capital Management$4.6M236,530Added

Source: SEC Form 13F filings · as of 2026-06-30