WCMI — FIRST TR EXCHANGE-TRADED FD

Ownership history in McCarthy & Cox  ·  2 quarters on record

This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in FIRST TR EXCHANGE-TRADED FD (WCMI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.94% (2025 Q3)
Avg. % of fund
5.7%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,464 -1,517,138 -98.3% 5.46% $450K $17.01
2025 Q3 INITIATED 1,543,602 — — 5.94% $26.0M $16.81
% of Fund (quarterly)    WCMI price (monthly, adj. close)

Other funds also holding WCMI

As of 2025 Q4 — sorted by position size

Prism Advisors, Inc. 3Y 7Y 5.16% Ferguson Shapiro LLC 3Y 3.94% KINTRA WEALTH, LLC 3Y 3.64% WESPAC Advisors SoCal, LLC 3Y 7Y 2.51% Koshinski Asset Management, Inc. 3Y 7Y 1.72% Commonwealth Financial Services, LLC 3Y 7Y 1.53% Capital Investment Counsel, LLC 1.32% Beaumont Financial Advisors, LLC 3Y 0.86% Philip James Wealth Mangement, LLC 0.79% Blackhawk Capital Partners, LLC 3Y 7Y 0.67%
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