FIRST TR EXCHANGE-TRADED FD (WCMI) is held by 49 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling WCMI?

In Q2 2026, 39 institutions opened or increased positions in FIRST TR EXCHANGE-TRADED FD while 13 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on WCMI?

HoldingsIntel scores FIRST TR EXCHANGE-TRADED FD across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for WCMI. In Q2 2026, the institutional leg showed net inflows: 39 buying versus 13 selling.

How many hedge funds hold WCMI?

49 institutional investors report holding FIRST TR EXCHANGE-TRADED FD (WCMI) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into WCMI?

As of Q2 2026, tracked institutions in FIRST TR EXCHANGE-TRADED FD show 39 buyers versus 13 sellers — net inflows.

FIRST TR EXCHANGE-TRADED FD

WCMI·33733E732·US·ETF

Holders

(5 Elite)

$725.3M

Total Value

75% (52)

Consensus

39 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 49 funds

5 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for WCMI.

Checking access…

	Action
LPL Financial LLC	Increased	7.3M(+20.8%)	$142.8M	0.0%	—	36
RAYMOND JAMES FINANCIAL INC	Increased	4.8M(+30.2%)	$93.3M	0.0%	—	38
Bank of New York Mellon Corp	Increased	2.8M(+4.1%)	$55.8M	0.0%	+10.06%	31
NewEdge Advisors, LLC	Increased	2.7M(+5.3%)	$53.1M	0.2%	+12.45%	37
ROYAL BANK OF CANADA	Decreased	2.3M(-4.0%)	$45.9M	0.0%	+12.48%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.6M(+17.3%)	$30.6M	0.0%	+7.76%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.3M(+43.6%)	$24.6M	0.0%	+6.40%	39
Rockefeller Capital Management L.P.	Increased	1.2M(+18.4%)	$23M	0.0%	+9.26%	34
HighTower Advisors, LLC	Increased	1.1M(+5.9%)	$21.8M	0.0%	—	30
Private Advisor Group, LLC	Increased	921,683(+1325.8%)	$18M	0.1%	-2.46%	46
NewEdge Wealth, LLC	Decreased	845,808(-8.1%)	$16.6M	0.2%	+17.24%	0
STIFEL FINANCIAL CORP	Increased	838,741(+15.1%)	$16.4M	0.0%	—	32
OSAIC HOLDINGS, INC.	Increased	829,630(+59.1%)	$16.2M	0.0%	—	40
Cetera Investment Advisers	Increased	758,477(+30.9%)	$14.8M	0.0%	+12.60%	36
Mariner, LLC	Decreased	714,658(-32.3%)	$14M	0.0%	+11.37%	0
MORGAN STANLEY	Increased	711,557(+1106x)	$13.9M	0.0%	—	45
COMMONWEALTH EQUITY SERVICES, LLC	Increased	669,758(+16.6%)	$13.1M	0.0%	—	32
Kestra Advisory Services, LLC	Increased	546,403(+3.9%)	$10.7M	0.0%	—	29
AXXCESS WEALTH MANAGEMENT, LLC	Increased	525,636(+7.6%)	$10.3M	0.2%	+16.70%	36
IWIntegrated Wealth Concepts LLC	New	478,665	$9.4M	0.1%	-3.22%	38

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WCMIFIRST TR EXCHANGE-TRADED FD

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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