We are live on ! Find out more
FPX icon

First Trust US Equity Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Purus Wealth Management
California
$251K -$93.5K -1,127 -28%
CCA
102
Cottonwood Capital Advisors
Utah
$249K
MCC
103
Money Concepts Capital
Florida
$246K -$688K -8,292 -75%
AF
104
Allworth Financial
California
$242K +$223K +2,684 +4,129%
OC
105
Oppenheimer & Co
New York
$239K
AI
106
Accredited Investors
Minnesota
$234K
KFA
107
Kapstone Financial Advisors
Ohio
$229K -$15.5K -187 -7%
IF
108
Integrity Financial
Wyoming
$227K -$1.24M -14,883 -85%
AWM
109
Apollon Wealth Management
South Carolina
$216K +$204K +2,454 New
AP
110
Appleton Partners
Massachusetts
$213K
TI
111
tru Independence
Oregon
$206K +$194K +2,340 New
CB
112
Commerce Bank
Missouri
$203K +$191K +2,301 New
Citigroup
113
Citigroup
New York
$198K -$31.5K -380 -14%
VF
114
VitalStone Financial
Texas
$188K -$903K -10,883 -83%
Kayne Anderson Rudnick Investment Management
115
Kayne Anderson Rudnick Investment Management
California
$181K
PWMG
116
Prestige Wealth Management Group
New Jersey
$146K
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$140K
TSWM
118
Tyler-Stone Wealth Management
Ohio
$131K +$123K +1,485 New
PTC
119
Private Trust Company
Ohio
$119K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$115K +$57.3K +691 +114%
WP
121
WealthPLAN Partners
Nebraska
$113K -$110K -1,324 -51%
WT
122
Whittier Trust
California
$101K +$166 +2 +0.2%
ST
123
Smithfield Trust
Pennsylvania
$101K
GWM
124
Geneos Wealth Management
Colorado
$86K -$20.7K -250 -20%
CHC
125
City Holding Co
West Virginia
$79.4K