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First Trust US Equity Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
176
Total Clarity Wealth Management
Illinois
$36K +$37.7K +300 New
CFD
177
Creative Financial Designs
Indiana
$34K +$35.8K +285 New
HF
178
Halpern Financial
Virginia
$31K -$12.6K -100 -28%
CWA
179
Clearview Wealth Advisors
Oregon
$27K
EWM
180
Endurance Wealth Management
Rhode Island
$27K
HCP
181
Hexagon Capital Partners
Arkansas
$25K
RIM
182
Rockbridge Investment Management
New York
$24K -$12.6K -100 -33%
SFS
183
Sowell Financial Services
Arkansas
$24K +$251 +2 +1%
SIM
184
Sonora Investment Management
Arizona
$20K +$21.5K +171 New
FP
185
Fiduciary Planning
Florida
$18K +$18.6K +148 New
BWM
186
Baystate Wealth Management
Massachusetts
$17K
BlackRock
187
BlackRock
New York
$13K
LWM
188
Liberty Wealth Management
California
$13K
APWM
189
Atlas Private Wealth Management
New York
$12K
CWC
190
Carolinas Wealth Consulting
North Carolina
$12K
COCM
191
Charter Oak Capital Management
New Hampshire
$12K +$12.2K +97 New
CAL
192
Capital Analysts LLC
Pennsylvania
$8K
AF
193
Allworth Financial
California
$8K +$8.17K +65 New
WP
194
WealthShield Partners
North Carolina
$7K +$7.29K +58 New
AIC
195
Ameritas Investment Company
Nebraska
$5.96K +$6.29K +50 New
PA
196
Parallel Advisors
California
$4K +$3.77K +30 New
LAS
197
Lloyd Advisory Services
Georgia
$3K -$2.38M -18,903 -100%
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.14K +25 New
SS
199
Simplicity Solutions
Minnesota
-$26M -219,696 Closed
KPWS
200
Kestra Private Wealth Services
Texas
-$3.32M -27,853 Closed