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WCMI Institutional Ownership

First Trust WCM International Equity ETF
1W: -1.0% 1M: -2.3% 3M: -2.8% YTD: +10.6% 1Y: +13.3%
$19.16
+0.19 (+1.00%)
 
Weekly Expected Move ±2.0%
$18 $19 $19 $20 $20
ETF AMEX · AUM $1.8B

Institutional Ownership — WCMI

206
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
33
New Positions
112
Increased
50
Reduced
12
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (211 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 7,296,414 $140M +1,253,630 +20.7% 7Q SEC ↗
2 RAYMOND JAMES FINANCIAL INC 4,768,307 $91M +1,106,136 +30.2% 6Q SEC ↗
3 Fiduciary Trust Co 4,500,781 $86M +809,249 +21.9% 4Q SEC ↗
4 Composition Wealth, LLC NEW 4,270,879 $82M — +0.0% 1Q SEC ↗
5 Bank of New York Mellon Corp 2,849,621 $55M +111,882 +4.1% 3Q SEC ↗
6 NewEdge Advisors, LLC 2,712,219 $52M +136,361 +5.3% 5Q SEC ↗
7 ROYAL BANK OF CANADA 2,347,074 $45M -97,979 -4.0% 5Q SEC ↗
8 Koshinski Asset Management, Inc. 2,021,827 $39M +133,252 +7.1% 7Q SEC ↗
9 Janney Montgomery Scott LLC 1,599,224 $31M +150,799 +10.4% 7Q SEC ↗
10 ENVESTNET ASSET MANAGEMENT INC 1,564,802 $30M +230,227 +17.3% 5Q SEC ↗
11 CWM, LLC 1,540,500 $30M +186,354 +13.8% 5Q SEC ↗
12 WEALTH ENHANCEMENT ADVISORY SERVICES, 1,252,793 $24M +380,667 +43.6% 4Q SEC ↗
13 Ferguson Shapiro LLC 1,200,760 $23M -12,643 -1.0% 3Q SEC ↗
14 Rockefeller Capital Management L.P. 1,176,012 $23M +183,050 +18.4% 5Q SEC ↗
15 Beaumont Financial Advisors, LLC 1,146,836 $22M +379,576 +49.5% 5Q SEC ↗
16 HighTower Advisors, LLC 1,112,717 $21M +62,171 +5.9% 6Q SEC ↗
17 Prism Advisors, Inc. 1,038,292 $20M -105,483 -9.2% 4Q SEC ↗
18 Private Advisor Group, LLC 921,683 $18M +857,041 +1325.8% 2Q SEC ↗
19 Commonwealth Financial Services, LLC 911,280 $17M +318,142 +53.6% 5Q SEC ↗
20 NewEdge Wealth, LLC 845,808 $16M -74,519 -8.1% 5Q SEC ↗
21 STIFEL FINANCIAL CORP 838,741 $16M +109,816 +15.1% 6Q SEC ↗
22 OSAIC HOLDINGS, INC. 829,630 $16M +308,162 +59.1% 7Q SEC ↗
23 Parallel Advisors, LLC 807,735 $15M +63,137 +8.5% 3Q SEC ↗
24 Berger Financial Group, Inc 785,432 $15M -499 -0.1% 2Q SEC ↗
25 Cetera Investment Advisers 758,477 $15M +179,183 +30.9% 6Q SEC ↗
26 Mariner, LLC 714,658 $14M -340,396 -32.3% 5Q SEC ↗
27 MORGAN STANLEY 711,557 $14M +710,914 +110562.1% 2Q SEC ↗
28 COMMONWEALTH EQUITY SERVICES, LLC 669,758 $13M +95,505 +16.6% 7Q SEC ↗
29 IFP Advisors, Inc 617,647 $12M +14,445 +2.4% 4Q SEC ↗
30 Capital Investment Counsel, LLC 587,422 $11M +2,243 +0.4% 5Q SEC ↗
31 Arax Advisory Partners 581,366 $11M +25,181 +4.5% 3Q SEC ↗
32 Kestra Advisory Services, LLC 546,403 $10M +20,644 +3.9% 6Q SEC ↗
33 Cambridge Investment Research Advisors 528,492 $10M +237,423 +81.6% 7Q SEC ↗
34 AXXCESS WEALTH MANAGEMENT, LLC 525,636 $10M +36,968 +7.6% 5Q SEC ↗
35 Integrated Wealth Concepts LLC NEW 478,665 $9M — +0.0% 1Q SEC ↗
36 VestGen Advisors, LLC 476,043 $9M +265,290 +125.9% 2Q SEC ↗
37 UBS Group AG 466,762 $9M +466,735 +1728648.1% 2Q SEC ↗
38 JANE STREET GROUP, LLC 461,311 $9M +439,688 +2033.4% 7Q SEC ↗
39 Pathstone Holdings, LLC 454,896 $9M +257,424 +130.4% 2Q SEC ↗
40 Mach-1 Financial Group, LLC 436,175 $8M -41,155 -8.6% 2Q SEC ↗
41 Atlanta Consulting Group Advisors, LLC NEW 433,206 $8M — +0.0% 1Q SEC ↗
42 Oxford Wealth Group, LLC 426,643 $8M +75,282 +21.4% 2Q SEC ↗
43 Steward Partners Investment Advisory, 410,930 $8M -2,483 -0.6% 5Q SEC ↗
44 Cullen/Frost Bankers, Inc. 410,588 $8M +84,591 +25.9% 3Q SEC ↗
45 KINTRA WEALTH, LLC 396,906 $8M -1,153,284 -74.4% 3Q SEC ↗
46 Uniting Wealth Partners, LLC 366,934 $7M +100,670 +37.8% 2Q SEC ↗
47 TRUIST FINANCIAL CORP NEW 363,210 $7M — +0.0% 1Q SEC ↗
48 Meridian Wealth Management, LLC 337,010 $6M -1,975 -0.6% 5Q SEC ↗
49 Dynamic Advisor Solutions LLC 322,882 $6M +3,915 +1.2% 5Q SEC ↗
50 HARBOUR INVESTMENTS, INC. 310,509 $6M +20,861 +7.2% 6Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +1,253,630 +20.7% 7,296,414
RAYMOND JAMES FINANCIAL INC +1,106,136 +30.2% 4,768,307
Private Advisor Group, LLC +857,041 +1325.8% 921,683
Fiduciary Trust Co +809,249 +21.9% 4,500,781
MORGAN STANLEY +710,914 +110562.1% 711,557
UBS Group AG +466,735 +1728648.1% 466,762
JANE STREET GROUP, LLC +439,688 +2033.4% 461,311
WEALTH ENHANCEMENT ADVISORY SERVICE +380,667 +43.6% 1,252,793
Beaumont Financial Advisors, LLC +379,576 +49.5% 1,146,836
Commonwealth Financial Services, LL +318,142 +53.6% 911,280
OSAIC HOLDINGS, INC. +308,162 +59.1% 829,630
VestGen Advisors, LLC +265,290 +125.9% 476,043
Pathstone Holdings, LLC +257,424 +130.4% 454,896
Cambridge Investment Research Advis +237,423 +81.6% 528,492
ENVESTNET ASSET MANAGEMENT INC +230,227 +17.3% 1,564,802
CWM, LLC +186,354 +13.8% 1,540,500
Rockefeller Capital Management L.P. +183,050 +18.4% 1,176,012
Cetera Investment Advisers +179,183 +30.9% 758,477
Janney Montgomery Scott LLC +150,799 +10.4% 1,599,224
FLPUTNAM INVESTMENT MANAGEMENT CO +146,188 +185.6% 224,971
Biggest Decreases (20)
HolderReducedChange %Total Shares
KINTRA WEALTH, LLC -1,153,284 -74.4% 396,906
Independent Advisor Alliance -889,754 -98.2% 15,872
Mariner, LLC -340,396 -32.3% 714,658
Prospera Financial Services Inc -333,328 -82.8% 69,394
Prism Advisors, Inc. -105,483 -9.2% 1,038,292
Farther Finance Advisors, LLC -104,045 -38.2% 168,576
ROYAL BANK OF CANADA -97,979 -4.0% 2,347,074
NewEdge Wealth, LLC -74,519 -8.1% 845,808
Mach-1 Financial Group, LLC -41,155 -8.6% 436,175
Advisory Services Network, LLC -39,306 -69.2% 17,459
Philip James Wealth Mangement, LLC -20,219 -7.2% 262,053
LEGACY FINANCIAL INDEPENDENT ADVISO -19,719 -6.1% 301,672
Concurrent Investment Advisors, LLC -14,157 -17.7% 65,666
Ferguson Shapiro LLC -12,643 -1.0% 1,200,760
DAYMARK WEALTH PARTNERS, LLC -7,178 -4.5% 153,932
HRT FINANCIAL LP -6,736 -28.1% 17,275
WESPAC Advisors SoCal, LLC -5,264 -4.0% 125,088
Gateway Wealth Partners, LLC -4,705 -19.9% 18,941
Legacy Wealth Managment, LLC/ID -4,178 -5.5% 71,227
HBW ADVISORY SERVICES LLC -2,639 -3.5% 72,000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms