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WCMI FIRST TR EXCHANGE-TRADED FD

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WCM INTL EQUITY (fund)

20 managers (20 13F filers) reported a position in WCMI shares at 2024-12-31, 1,897,465 shares in all. 18 filers opened a position and 0 filers sold out during the quarter.

Managers
20
13F filers
20
New
18
Added
0
Reduced
0
Sold out
0
Shares held by filers
1,897,465

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Arax Advisory Partners609,775$8.02M0.51%new13F-HRTimeline
Philip James Wealth Mangement, LLC319,871$4.21M0.54%new13F-HRTimeline
First National Trust Co193,798$2.55M0.1%new13F-HRTimeline
Janney Montgomery Scott LLC192,853$2.54M0.01%new13F-HRTimeline
Golden State Wealth Management, LLC125,844$1.66M0.25%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…123,449$1.62M0.31%new13F-HRTimelineGroup
LPL Financial LLC68,970$908K<0.01%new13F-HRTimeline
Advyzon Investment Management, LLC44,915$591K0.23%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,618$521K<0.01%new13F-HRTimeline
OBSIDIAN CIO, LLC29,427$387K0.07%new13F-HRTimeline
FLOW TRADERS U.S. LLC22,413$295K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,594$284K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,928$249K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.18,011$237K0.02%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC18,011$237K0.03%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,421$190K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,645$166K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…11,476$151K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,446$151K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.