FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 0.03% | 0.03% | #102 | $142.8M | 7.3M | $101.3M | 6.0M | +1.3M+20.75% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.03% | 0.02% | #109 | $93.3M | 4.8M | $61.4M | 3.7M | +1.1M+30.20% | Add | |
| FIDUCIARY TRUST CO | 0.96% | 0.73% | #25 | $88.1M | 4.5M | $61.9M | 3.7M | +809,249+21.92% | Add | |
| Composition Wealth, LLC | 0.98% | — | #21 | $83.6M | 4.3M | $0 | 0 | +4.3M | New Buy | |
| Bank of New York Mellon Corp | 0.01% | 0.01% | #142 | $55.8M | 2.8M | $45.9M | 2.7M | +111,882+4.09% | Add | |
| NewEdge Advisors, LLC | 0.16% | 0.16% | #62 | $53.1M | 2.7M | $43.2M | 2.6M | +136,361+5.29% | Add | |
| ROYAL BANK OF CANADA | 0.01% | 0.01% | #148 | $45.9M | 2.3M | $41.0M | 2.4M | -97,979-4.01% | Reduce | |
| Koshinski Asset Management, Inc. | 2.11% | 1.97% | #9 | $39.6M | 2.0M | $31.7M | 1.9M | +133,252+7.06% | Add | |
| Janney Montgomery Scott LLC | 0.06% | 0.06% | #87 | $31.3M | 1.6M | $24.3M | 1.4M | +150,799+10.41% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | #147 | $30.6M | 1.6M | $22.4M | 1.3M | +230,227+17.25% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.04% | 0.03% | #95 | $24.6M | 1.3M | $14.8M | 872,126 | +380,667+43.65% | Add | |
| Ferguson Shapiro LLC | 6.87% | 6.2% | #1 | $23.5M | 1.2M | $20.3M | 1.2M | -12,643-1.04% | Reduce | |
| Rockefeller Capital Management L.P. | 0.04% | 0.03% | #98 | $23.0M | 1.2M | $16.7M | 992,962 | +183,050+18.43% | Add | |
| Beaumont Financial Advisors, LLC | 1.43% | 0.88% | #14 | $22.4M | 1.1M | $12.9M | 767,260 | +379,576+49.47% | Add | |
| HighTower Advisors, LLC | 0.02% | 0.02% | #114 | $21.8M | 1.1M | $17.6M | 1.1M | +62,171+5.92% | Add | |
| Prism Advisors, Inc. | 4.94% | 5.12% | #2 | $20.3M | 1.0M | $19.2M | 1.1M | -105,483-9.22% | Reduce | |
| Private Advisor Group, LLC | 0.08% | 0.01% | #74 | $18.0M | 921,683 | $1.1M | 64,642 | +857,041+1,325.83% | Add | |
| Commonwealth Financial Services, LLC | 2.4% | 1.57% | #6 | $17.8M | 911,280 | $9.9M | 593,138 | +318,142+53.64% | Add | |
| NewEdge Wealth, LLC | 0.17% | 0.18% | #60 | $16.6M | 845,808 | $15.4M | 920,327 | -74,519-8.10% | Reduce | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #133 | $16.4M | 838,741 | $12.2M | 728,925 | +109,816+15.07% | Add | |
| OSAIC HOLDINGS, INC. | 0.02% | 0.01% | #119 | $16.2M | 829,630 | $8.7M | 521,468 | +308,162+59.10% | Add | |
| Parallel Advisors, LLC | 0.24% | 0.22% | #52 | $15.8M | 807,735 | $12.5M | 744,598 | +63,137+8.48% | Add | |
| Berger Financial Group, Inc | 0.78% | 0.74% | #28 | $15.4M | 785,432 | $13.2M | 785,931 | -499-0.06% | Reduce | |
| Cetera Investment Advisers | 0.01% | 0.01% | #134 | $14.8M | 758,477 | $9.7M | 579,294 | +179,183+30.93% | Add | |
| Mariner, LLC | 0.01% | 0.02% | #131 | $14.0M | 714,658 | $17.7M | 1.1M | -340,396-32.26% | Reduce | |
| MORGAN STANLEY | <0.01% | — | #180 | $13.9M | 711,557 | $0 | 0 | +711,557 | New Buy | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.01% | #125 | $13.1M | 669,758 | $9.6M | 574,253 | +95,505+16.63% | Add | |
| IFP Advisors, Inc | 0.22% | 0.21% | #55 | $12.1M | 617,647 | $10.1M | 603,202 | +14,445+2.39% | Add | |
| Capital Investment Counsel, LLC | 1.42% | 1.34% | #15 | $11.5M | 587,422 | $9.8M | 585,179 | +2,243+0.38% | Add | |
| Arax Advisory Partners | 0.08% | 0.26% | #77 | $11.4M | 581,366 | $9.3M | 556,185 | +25,181+4.53% | Add | |
| Kestra Advisory Services, LLC | 0.03% | 0.03% | #99 | $10.7M | 546,403 | $8.8M | 525,759 | +20,644+3.93% | Add | |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.16% | 0.26% | #61 | $10.3M | 525,636 | $8.2M | 488,668 | +36,968+7.57% | Add | |
| Integrated Wealth Concepts LLC | 0.05% | — | #91 | $9.4M | 478,665 | $0 | 0 | +478,665 | New Buy | |
| VestGen Advisors, LLC | 0.27% | 0.1% | #49 | $9.3M | 476,043 | $3.9M | 210,753 | +265,290+125.88% | Add | |
| UBS Group AG | <0.01% | <0.01% | #173 | $9.1M | 466,762 | $453 | 27 | +466,735+1,728,648.15% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #179 | $9.0M | 461,311 | $362,618 | 21,623 | +439,688+2,033.43% | Add | |
| Pathstone Holdings, LLC | 0.03% | 0.01% | #107 | $8.9M | 454,896 | $3.3M | 197,472 | +257,424+130.36% | Add | |
| Mach-1 Financial Group, LLC | 3.31% | 2.82% | #4 | $8.5M | 436,175 | $8.0M | 477,330 | -41,155-8.62% | Reduce | |
| Atlanta Consulting Group Advisors, LLC | 1.34% | — | #16 | $8.5M | 433,206 | $0 | 0 | +433,206 | New Buy | |
| Oxford Wealth Group, LLC | 3.73% | 3.22% | #3 | $8.3M | 426,643 | $5.9M | 351,361 | +75,282+21.43% | Add | |
| Steward Partners Investment Advisory, LLC | 0.04% | 0.04% | #94 | $8.0M | 410,930 | $6.9M | 413,413 | -2,483-0.60% | Reduce | |
| CULLEN/FROST BANKERS, INC. | 0.08% | 0.06% | #76 | $8.0M | 410,588 | $5.5M | 325,997 | +84,591+25.95% | Add | |
| KINTRA WEALTH, LLC | 0.41% | 1.84% | #39 | $8.0M | 396,906 | $26.0M | 1.6M | -1.2M-74.40% | Reduce | |
| Uniting Wealth Partners, LLC | 1.46% | 0.95% | #13 | $7.2M | 366,934 | $4.5M | 266,264 | +100,670+37.81% | Add | |
| TRUIST FINANCIAL CORP | 0.01% | — | #143 | $7.1M | 363,210 | $0 | 0 | +363,210 | New Buy | |
| Meridian Wealth Management, LLC | 0.2% | 0.2% | #56 | $6.6M | 337,010 | $5.7M | 338,985 | -1,975-0.58% | Reduce | |
| Dynamic Advisor Solutions LLC | 0.18% | 0.17% | #59 | $6.3M | 322,882 | $5.3M | 318,967 | +3,915+1.23% | Add | |
| HARBOUR INVESTMENTS, INC. | 0.08% | 0.07% | #75 | $6.1M | 310,509 | $4.9M | 289,648 | +20,861+7.20% | Add | |
| Chris Bulman Inc | 2.19% | 2.11% | #8 | $6.0M | 306,389 | $4.8M | 287,768 | +18,621+6.47% | Add | |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 2.78% | 2.8% | #5 | $5.9M | 301,672 | $5.4M | 321,391 | -19,719-6.14% | Reduce |