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First Trust US Equity Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
126
West Oak Capital
California
$19K – – –
JCM
127
Jacobi Capital Management
Pennsylvania
$19K +$79 +1 +0.4%
IWA
128
Intercontinental Wealth Advisors
Texas
$14K – – –
BWM
129
Baystate Wealth Management
Massachusetts
$11K – – –
BlackRock
130
BlackRock
New York
$10K +$3.93K +50 +65%
FHA
131
First Horizon Advisors
Tennessee
$7K – – –
CAL
132
Capital Analysts LLC
Pennsylvania
$5K -$1.97K -25 -26%
FGAM
133
Financial Gravity Asset Management
Texas
$4K – – –
CIAS
134
Capital Investment Advisory Services
North Carolina
$2K – – –
TC
135
Truvestments Capital
Florida
$2K – – –
IRC
136
Investors Research Corp
Georgia
$1K +$551 +7 New
SWM
137
Sequoia Wealth Management
Illinois
– -$4.32M -54,076 Closed
BCM
138
Barometer Capital Management
Ontario, Canada
– -$3.58M -45,900 Closed
GTAM
139
Global Trust Asset Management
Florida
– -$912K -11,703 Closed
Renaissance Technologies
140
Renaissance Technologies
New York
– -$545K -7,000 Closed
DA
141
Doliver Advisors
Texas
– -$325K -4,166 Closed
EWM
142
Executive Wealth Management
Michigan
– -$227K -2,908 Closed
SCA
143
Snowden Capital Advisors
New York
– -$204K -2,616 Closed
PWA
144
Peterson Wealth Advisors
Utah
– -$202K -2,597 Closed
BSW
145
Buckingham Strategic Wealth
Missouri
– -$302K -2,101 Closed
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
– -$120K -1,543 Closed
SMFS
147
Squar Milner Financial Services
California
– -$47K -600 Closed
RWA
148
Redhawk Wealth Advisors
Minnesota
– -$20K -252 Closed
RIA
149
Realta Investment Advisors
Delaware
– -$13K -169 Closed
LWM
150
Liberty Wealth Management
California
– -$8K -103 Closed