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First Trust US Equity Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
176
Everest Financial Group
Minnesota
$202K +$182K +982 New
PAS
177
Park Avenue Securities
New York
$201K +$181K +976 New
IFWM
178
Institute for Wealth Management
Colorado
$200K +$180K +970 New
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$196K – – –
Citigroup
180
Citigroup
New York
$173K +$14.3K +77 +10%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$147K – – –
SWM
182
Spire Wealth Management
Virginia
$132K +$118K +638 New
APFP
183
Action Point Financial Planning
Michigan
$126K +$113K +612 New
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$121K -$9.26K -50 -8%
AssetMark Inc
185
AssetMark Inc
California
$118K +$30.2K +163 +40%
LIA
186
Luken Investment Analytics
Tennessee
$116K – – –
William Blair & Company
187
William Blair & Company
Illinois
$110K – – –
PTC
188
Private Trust Company
Ohio
$107K -$6.11K -33 -6%
CAM
189
Costello Asset Management
Pennsylvania
$94.1K – – –
JP Morgan Chase
190
JP Morgan Chase
New York
$90.5K +$19.8K +107 +31%
LFG
191
Larson Financial Group
Missouri
$87.2K +$10.2K +55 +15%
AUB
192
Atlantic Union Bankshares
Virginia
$82.5K – – –
GRP
193
Global Retirement Partners
California
$72.8K +$65.4K +353 New
UBS AM
194
UBS AM
Illinois
$72.2K – – –
GCP
195
Gill Capital Partners
Colorado
$69.9K – – –
WTC
196
WhitTier Trust Company
Nevada
$67K -$33.2K -179 -34%
BHWM
197
Beaird Harris Wealth Management
Texas
$56.5K – – –
OCM
198
Osbon Capital Management
Massachusetts
$53.9K – – –
IAIM
199
International Assets Investment Management
Florida
$50.3K – – –
MG
200
Mather Group
Illinois
$50.1K – – –