Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / Common Shares
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Shares outstanding
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4.55M
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Number of holders
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18
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Total 13F shares, excl. options
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1.89M
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Shares change
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+1.72M
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Total reported value, excl. options
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$24.8M
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Value change
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+$22.6M
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Number of buys
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16
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Price
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$13.16
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI) as of Q4 2024
18 filings reported holding WCMI - FIRST TRUST EXCHANGE-TRADED FUND - Common Shares as of Q4 2024.
FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.89M shares
of 4.55M outstanding shares and own 41.45% of the company stock.
Largest 10 shareholders include SRS Capital Advisors, Inc. (610K shares), Philip James Wealth Mangement, LLC (320K shares), First National Trust Co (194K shares), Janney Montgomery Scott LLC (193K shares), Golden State Wealth Management, LLC (126K shares), Golden State Equity Partners (123K shares), LPL Financial LLC (69K shares), Advyzon Investment Management, LLC (44.9K shares), CAPTRUST FINANCIAL ADVISORS (39.6K shares), and Fountainhead AM, LLC (29.4K shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.