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First Trust US Equity Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WH
151
Willner & Heller
California
$277K +$1.85K +10 +0.7%
AA
152
Advisory Alpha
Michigan
$271K
EFG
153
Elm3 Financial Group
Georgia
$267K +$240K +1,297 New
WE
154
Wealth Effects
Massachusetts
$267K
MCM
155
Mainstay Capital Management
Michigan
$256K +$230K +1,242 New
SF
156
Sun Financial
Utah
$255K
PCIA
157
Prime Capital Investment Advisors
Kansas
$254K +$229K +1,234 New
NS
158
NBC Securities
Alabama
$249K
LWP
159
LFG Wealth Partners
Kentucky
$247K +$222K +1,200 New
BHBT
160
Burke & Herbert Bank & Trust
Virginia
$247K +$222K +1,200 New
WAG
161
Wiser Advisor Group
Arizona
$243K
AP
162
Appleton Partners
Massachusetts
$242K +$218K +1,175 New
CIAS
163
Capital Investment Advisory Services
North Carolina
$240K +$216K +1,166 New
AWA
164
Arkadios Wealth Advisors
Georgia
$234K -$146K -789 -41%
AWA
165
Acorn Wealth Advisors
Michigan
$234K +$210K +1,133 New
CA
166
COFG Advisors
Illinois
$228K +$205K +1,108 New
CWA
167
Capital Wealth Alliance
Arizona
$228K +$205K +1,105 New
PWP
168
PrairieView Wealth Partners
Illinois
$226K +$203K +1,095 New
ST
169
Smithfield Trust
Pennsylvania
$220K
BCM
170
Bannerstone Capital Management
Minnesota
$219K +$197K +1,061 New
FFA
171
Farther Finance Advisors
California
$217K +$23.2K +125 +13%
MFG
172
Mission Financial Group
Nevada
$212K +$191K +1,029 New
MSFS
173
Main Street Financial Solutions
Pennsylvania
$212K +$190K +1,026 New
TTWM
174
TCV Trust & Wealth Management
Virginia
$206K +$185K +1,000 New
AWM
175
Accel Wealth Management
Iowa
$203K +$182K +985 New