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WCMIWCMI
5 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

NewEdge Wealth, LLC holds 845,808 shares of WCMI (FIRST TR EXCHANGE-TRADED FD), worth $16.6M as of 2026-Q2. The position was decreased (-8.1% shares). WCMI represents 0.2% of NewEdge Wealth, LLC's portfolio.

Current Value

$16.6M

Current Shares

845,808

Total Value Change

+$8.2M

Total Shares Change

+310,480

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
845,808
-8.1%
$16.6M0.2%$19.57
0
2026-Q1
Decreased
920,327
-4.3%
$15.4M0.2%$17.39
0
2025-Q4
Decreased
961,500
-2.8%
$16.4M0.2%$17.08
0
2025-Q3
Increased
988,922
+84.7%
$16.6M0.2%$16.62
52
2025-Q2
New
535,328
-
$8.3M0.1%$15.76
46

Other major holders of WCMI: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC

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