We are live on ! Find out more
FPX icon

First Trust US Equity Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$18K +$17.7K +250 New
WOC
102
West Oak Capital
California
$17.9K – – –
WAM
103
Wealthspire Advisors (Maryland)
Maryland
$16K – – –
RCAG
104
Rehmann Capital Advisory Group
Michigan
$14.7K – – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$11K – – –
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$10K – – –
BWM
107
Baystate Wealth Management
Massachusetts
$10K +$9.9K +140 New
ASN
108
Advisory Services Network
Georgia
$9K -$8.35K -118 -49%
FHA
109
First Horizon Advisors
Tennessee
$9K +$3.61K +51 +60%
FANJ
110
Financial Architects (New Jersey)
New Jersey
$7K – – –
PAI
111
Pittenger & Anderson Inc
Nebraska
$7K – – –
QCIG
112
Quad-Cities Investment Group
Iowa
$7K +$7.29K +103 New
BlackRock
113
BlackRock
New York
$6K -$71 -1 -1%
FGAM
114
Financial Gravity Asset Management
Texas
$3K – – –
ML
115
McAdam LLC
Pennsylvania
$1K – – –
MIH
116
Meitav Investment House
Israel
– -$37M -306,849 Closed
NFG
117
Next Financial Group
Texas
– -$1.59M -23,248 Closed
MAP
118
Milestone Advisory Partners
North Carolina
– -$277K -4,041 Closed
APP
119
Avantax Planning Partners
Iowa
– -$71K -1,034 Closed
ACM
120
Aviance Capital Management
Florida
– -$12K -177 Closed
WDL
121
Well Done LLC
Michigan
– -$7K -107 Closed
THWM
122
Taylor Hoffman Wealth Management
Virginia
– -$3K -50 Closed
AIM
123
Advantage Investment Management
Iowa
– -$1K -10 Closed