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First Trust US Equity Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
101
Wintrust Investments
Illinois
$249K +$251 +3 +0.1%
VF
102
VitalStone Financial
Texas
$243K +$254K +3,041 New
KFA
103
Kapstone Financial Advisors
Ohio
$231K +$220K +2,627 New
SG
104
StoneX Group
New York
$227K +$8.53K +102 +4%
OFS
105
OneAscent Financial Services
Alabama
$226K +$240K +2,875 New
WP
106
WealthPLAN Partners
Nebraska
$224K +$216K +2,588 New
CCA
107
Cottonwood Capital Advisors
Utah
$222K -$5.35K -64 -2%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$222K -$11.2K -134 -5%
WIM
109
WealthPlan Investment Management
Nebraska
$222K -$3.68K -44 -2%
OC
110
Oppenheimer & Co
New York
$221K -$27.4K -328 -10%
SMC
111
Smith, Moore & Co
Missouri
$221K +$3.01K +36 +1%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$216K -$11.4K -136 -5%
LAM
113
LifePro Asset Management
California
$215K -$2.17K -26 -0.9%
EA
114
Ergawealth Advisors
Illinois
$214K +$227K +2,716 New
AI
115
Accredited Investors
Minnesota
$208K
PTC
116
Private Trust Company
Ohio
$182K
Citigroup
117
Citigroup
New York
$179K -$50K -598 -21%
Kayne Anderson Rudnick Investment Management
118
Kayne Anderson Rudnick Investment Management
California
$161K
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$150K +$11.5K +138 +8%
PWMG
120
Prestige Wealth Management Group
New Jersey
$130K
TSWM
121
Tyler-Stone Wealth Management
Ohio
$117K +$251 +3 +0.2%
GWM
122
Geneos Wealth Management
Colorado
$112K
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$107K -$300K -3,594 -72%
ST
124
Smithfield Trust
Pennsylvania
$100K
WT
125
Whittier Trust
California
$89.5K +$167 +2 +0.2%