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First Trust US Equity Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$305K +$166K +1,886 +100%
BAWC
102
Boyce & Associates Wealth Consulting
Texas
$295K +$88 +1 +0%
GIA
103
Gladstone Institutional Advisory
Florida
$284K -$56.7K -646 -16%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$277K +$20.9K +238 +7%
TSS
105
Two Sigma Securities
New York
$260K +$282K +3,207 New
IWC
106
Integrated Wealth Concepts
Massachusetts
$259K +$351 +4 +0.1%
WI
107
Wintrust Investments
Illinois
$256K -$17.6K -200 -6%
OC
108
Oppenheimer & Co
New York
$255K -$9.48K -108 -3%
MCM
109
MAI Capital Management
Ohio
$254K
AWM
110
Avior Wealth Management
Nebraska
$251K +$351 +4 +0.1%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$239K -$40K -456 -13%
CCA
112
Cottonwood Capital Advisors
Utah
$234K -$1.76K -20 -0.7%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$233K
Citigroup
114
Citigroup
New York
$232K -$77.2K -879 -23%
SG
115
StoneX Group
New York
$226K -$124K -1,409 -34%
SMC
116
Smith, Moore & Co
Missouri
$225K +$27.2K +310 +13%
LAM
117
LifePro Asset Management
California
$223K -$88 -1 -0%
WIM
118
WealthPlan Investment Management
Nebraska
$218K +$231K +2,632 New
AI
119
Accredited Investors
Minnesota
$215K -$145K -1,648 -38%
TI
120
tru Independence
Oregon
$208K -$5.88K -67 -3%
AWM
121
Apollon Wealth Management
South Carolina
$205K -$39.5K -450 -15%
PTC
122
Private Trust Company
Ohio
$188K
Kayne Anderson Rudnick Investment Management
123
Kayne Anderson Rudnick Investment Management
California
$166K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$154K -$24.1K -274 -13%
PWMG
125
Prestige Wealth Management Group
New Jersey
$134K