Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in First Trust Exchange-Traded Fund - First Trust WCM International Equity ETF include Beaumont Financial Advisors, LLC, WESPAC Advisors SoCal, LLC, Royal Bank Of Canada, NewEdge Wealth, LLC, Capital Investment Counsel, LLC, Commonwealth Financial Services, LLC, Axxcess Wealth Management, Llc, Dynamic Advisor Solutions LLC, Mutual Advisors, LLC, Meridian Wealth Management, LLC, Susquehanna International Group, Llp, Woodmont Investment Counsel Llc, GWM Advisors LLC, Symphony Financial, Ltd. Co., Concurrent Investment Advisors, LLC, Triumph Capital Management, Envestnet Asset Management Inc, Apollon Wealth Management, LLC, Wisconsin Wealth Advisors, LLC, and Rockefeller Capital Management L.P. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mariner, LLC | 14,816 | 236 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 142,041 | 40.50 | 2,260 | 58.08 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 325,178 | 273.08 | 5,174 | 319.89 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 64,563 | 1,027 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10,371 | 165 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 115,945 | 1,827 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 296,621 | 4,678 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 493,880 | 33.45 | 7,858 | 50.17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 181,037 | 56.41 | 2,880 | 76.04 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 47,832 | 761 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,134 | 18 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 797,749 | 12,692 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 436,518 | 6,945 | ||||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 354,512 | 2.47 | 5,640 | 15.31 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 150 | 2 | ||||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 10,057 | 160 | ||||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 28,395 | 452 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 214,308 | 11.70 | 3,410 | 25.70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,171,911 | 6.17 | 19 | 20.00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 23,300 | 371 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 67,500 | 1,074 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 48,976 | 779 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 18,109 | 288 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 289,006 | 29.39 | 5 | 33.33 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 31,685 | 1.54 | 504 | 14.29 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 37,669 | 15.80 | 599 | 30.50 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 48,263 | 10.66 | 768 | 24.51 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 18,119 | 288 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 265,782 | 2.31 | 4,229 | 15.11 | ||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 19,972 | 58.73 | 318 | 79.10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,493,556 | 784.55 | 23,762 | 895.48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,334,806 | 48.01 | 37,147 | 66.54 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 19,948 | 42.49 | 317 | 60.91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 781,948 | 289.87 | 12,441 | 338.80 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13,953 | 222 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 36,303 | 106.11 | 574 | 122.09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 576,129 | 9,166 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,291 | 180.47 | 100 | 222.58 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 412,651 | 6,565 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 20,235 | 55.53 | 322 | 75.41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 131,338 | 2,090 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 10,010 | 159 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 211,429 | 3,364 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 30,384 | 22.23 | 483 | 37.61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 52,027 | 264.08 | 828 | 309.41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 154,667 | 442.92 | 2 | |||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 509,699 | 8,109 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 535,328 | 8,346 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 52,523 | 836 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 356,995 | 10.24 | 5,680 | 24.02 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 47,418 | 754 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 175,605 | 13,948.40 | 3 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 28,011 | 16.80 | 446 | 31.27 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 136,110 | 71.19 | 2,166 | 92.62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 78,671 | 1,252 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,465 | 23 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 26,866 | 427 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 52,742 | 839 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 296,866 | 4,723 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 140,804 | 2,240 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 157,903 | 2,512 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 758,360 | 12,066 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 15,456 | 36.55 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2,355 | 18.64 | 37 | 32.14 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 11,470 | 182 |
