SRS Capital Advisors, Inc.

Holdings History for FIRST TRUST EXCHANGE-TRADED FUND - Common Shares (WCMI)

Symbol: WCMI
Investment type: Equity - Shares of Stock
Class: Common Shares
Latest Disclosed Ownership: 610K shares
Security Ownership: 13.4%

Shares, Excluding Options vs Price

Value, Excluding Options

Arax Advisory Partners ownership in FIRST TRUST EXCHANGE-TRADED FUND Common Shares (WCMI)

2025-02-06 - Arax Advisory Partners has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 610K shares of FIRST TRUST EXCHANGE-TRADED FUND Common Shares (WCMI). This represents 13.4% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Arax Advisory Partners	13.4%		$8.63M	610K			$14.16	13G	12/31/2024	6 Feb 2025 13:47:30

Holdings date	Option	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
12/31/2024		0.51%	+0.51%	$8.02M	610K	+609,775	NEW	$13.16	Q4 2024

* 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.