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First Trust US Equity Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Accredited Investors
Minnesota
$433K – – –
CAM
102
Cresset Asset Management
Illinois
$433K +$164 +1 +0%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$424K -$38.9K -237 -8%
PFA
104
Pure Financial Advisors
California
$422K – – –
SMC
105
Smith, Moore & Co
Missouri
$397K – – –
CCA
106
Cottonwood Capital Advisors
Utah
$394K -$1.48K -9 -0.4%
MCC
107
Money Concepts Capital
Florida
$392K – – –
FCM
108
Family Capital Management
Michigan
$381K – – –
IF
109
Intrua Financial
Texas
$379K – – –
JIP
110
Jaffetilchin Investment Partners
Florida
$371K -$300K -1,828 -45%
CB
111
Commerce Bank
Missouri
$360K – – –
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$358K +$164 +1 +0%
MWM
113
Mosley Wealth Management
California
$356K +$349K +2,126 New
SG
114
StoneX Group
New York
$355K -$12.6K -77 -3%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$354K – – –
Corient Private Wealth
116
Corient Private Wealth
Florida
$350K +$1.64K +10 +0.5%
PWM
117
Purus Wealth Management
California
$342K – – –
Kayne Anderson Rudnick Investment Management
118
Kayne Anderson Rudnick Investment Management
California
$336K – – –
Bank of New York Mellon
119
Bank of New York Mellon
New York
$329K -$164 -1 -0%
BNMT
120
Bawa N Mallick Trust
New York
$327K – – –
PFPG
121
Pinnacle Financial Partners (Georgia)
Georgia
$327K +$328K +1,996 New
BRWA
122
B. Riley Wealth Advisors
Florida
$316K – – –
AFO
123
Arrowroot Family Office
California
$303K – – –
Financial Engines Advisors
124
Financial Engines Advisors
California
$295K +$3.29K +20 +1%
PWM
125
Puff Wealth Management
New Jersey
$294K -$11.8K -72 -4%