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First Trust US Equity Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
101
Money Concepts Capital
Florida
$398K
FCM
102
Family Capital Management
Michigan
$387K
IF
103
Intrua Financial
Texas
$385K +$7.16K +47 +2%
SG
104
StoneX Group
New York
$374K -$8.83K -58 -3%
CB
105
Commerce Bank
Missouri
$366K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$364K +$152 +1 +0%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$360K -$37.9K -249 -10%
Corient Private Wealth
108
Corient Private Wealth
Florida
$354K -$100K -657 -24%
PWM
109
Purus Wealth Management
California
$347K -$4.11K -27 -1%
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$340K
EFG
111
Ethos Financial Group
Pennsylvania
$339K +$311K +2,041 New
FLPIM
112
F.L. Putnam Investment Management
Massachusetts
$338K +$59.5K +391 +24%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$334K -$7.31K -48 -2%
SF
114
Synovus Financial
Georgia
$333K
BNMT
115
Bawa N Mallick Trust
New York
$332K
BRWA
116
B. Riley Wealth Advisors
Florida
$321K
AFO
117
Arrowroot Family Office
California
$308K
PWM
118
Puff Wealth Management
New Jersey
$308K -$792K -5,202 -74%
KFA
119
Kapstone Financial Advisors
Ohio
$307K +$35.3K +232 +14%
Financial Engines Advisors
120
Financial Engines Advisors
California
$296K
IWM
121
Integris Wealth Management
California
$294K
SPL
122
Smart Portfolios LLC
Washington
$287K -$60.1K -395 -19%
AP
123
Appleton Partners
Massachusetts
$285K
IAS
124
Insigneo Advisory Services
Florida
$262K
AWA
125
Arkadios Wealth Advisors
Georgia
$256K +$234K +1,540 New