| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Arax Advisory Partners | 13% | $8,945,399 | 609,775 | Arax Advisory Partners | 31 Dec 2024 |
As of 31 Dec 2025, 121 institutional investors reported holding 40,380,591 shares of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI). This represents 887% of the company’s total 4,550,560 outstanding shares.
The largest institutional shareholders of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI) together control 705% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 80% | 3,643,204 | +19% | 0.02% | $61,970,892 |
| RAYMOND JAMES FINANCIAL INC | 71% | 3,235,498 | +82% | 0.02% | $55,035,820 |
| Fiduciary Trust Co | 61% | 2,753,536 | +25% | 0.53% | $46,837,647 |
| Bank of New York Mellon Corp | 54% | 2,452,200 | 0.01% | $41,711,919 | |
| NewEdge Advisors, LLC | 48% | 2,202,139 | +2.7% | 0.14% | $37,458,378 |
| Koshinski Asset Management, Inc. | 34% | 1,569,342 | 1.7% | $26,694,509 | |
| KINTRA WEALTH, LLC | 34% | 1,534,543 | 3.6% | $26,102,569 | |
| CWM, LLC | 30% | 1,354,146 | +1.8% | 0.06% | $23,034,000 |
| CITADEL ADVISORS LLC | 26% | 1,195,909 | +86% | 0.01% | $20,342,412 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26% | 1,177,458 | +797% | 0.03% | $20,888,105 |
| ROYAL BANK OF CANADA | 25% | 1,158,364 | +55% | 0% | $19,704,000 |
| Prism Advisors, Inc. | 25% | 1,137,920 | -1.6% | 5.2% | $19,356,019 |
| NewEdge Wealth, LLC | 21% | 961,500 | -2.8% | 0.18% | $16,355,118 |
| Beaumont Financial Advisors, LLC | 17% | 770,908 | +0.22% | 0.86% | $13,113,148 |
| Ferguson Shapiro LLC | 17% | 752,171 | 3.9% | $12,794,429 | |
| WESPAC Advisors SoCal, LLC | 16% | 731,326 | -1.7% | 2.5% | $12,439,848 |
| Rockefeller Capital Management L.P. | 15% | 700,773 | +99% | 0.03% | $11,920,605 |
| HighTower Advisors, LLC | 14% | 626,719 | +21% | 0.01% | $10,660,490 |
| STIFEL FINANCIAL CORP | 14% | 625,744 | +107% | 0.01% | $10,643,900 |
| IFP Advisors, Inc | 14% | 618,014 | -2.8% | 0.24% | $10,512,418 |
| Mariner, LLC | 13% | 601,022 | +35% | 0.01% | $10,223,382 |
| Cetera Investment Advisers | 13% | 597,984 | +16% | 0.01% | $10,171,711 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12% | 557,321 | +199% | 0.01% | $9,480,031 |
| Capital Investment Counsel, LLC | 12% | 557,128 | +4.4% | 1.3% | $9,476,747 |
| Commonwealth Financial Services, LLC | 12% | 544,972 | +7.1% | 1.5% | $9,269,974 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 40,380,591 | $687,772,914 | +$215,349,575 | $17.01 | 121 |
| 2025 Q3 | 27,611,581 | $465,302,107 | +$206,528,863 | $16.87 | 97 |
| 2025 Q2 | 15,417,794 | $245,062,304 | +$155,109,596 | $15.91 | 75 |
| 2025 Q1 | 5,658,477 | $80,019,468 | +$53,211,397 | $14.14 | 42 |
| 2024 Q4 | 1,897,465 | $24,970,302 | +$22,723,110 | $13.16 | 19 |