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First Trust US Equity Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HF
176
Halpern Financial
Virginia
$33.1K – – –
PWS
177
Paragon Wealth Strategies
Florida
$33K +$31.8K +261 New
CWA
178
Clearview Wealth Advisors
Oregon
$29K – – –
EWM
179
Endurance Wealth Management
Rhode Island
$28K – – –
HCP
180
Hexagon Capital Partners
Arkansas
$27K – – –
RIM
181
Rockbridge Investment Management
New York
$25K – – –
NL
182
NEPC LLC
Massachusetts
$22.7K +$21.7K +178 New
SIM
183
Sonora Investment Management
Arizona
$19K -$2.93K -24 -14%
BWM
184
Baystate Wealth Management
Massachusetts
$18K – – –
BAM
185
Baldrige Asset Management
Pennsylvania
$17K +$16.2K +133 New
BlackRock
186
BlackRock
New York
$14K – – –
CWC
187
Carolinas Wealth Consulting
North Carolina
$13K – – –
LWM
188
Liberty Wealth Management
California
$13K +$122 +1 +1%
COCM
189
Charter Oak Capital Management
New Hampshire
$12K – – –
CP
190
Castleview Partners
Texas
$10K +$9.51K +78 New
CAL
191
Capital Analysts LLC
Pennsylvania
$9K – – –
AF
192
Allworth Financial
California
$8K – – –
GTAM
193
Global Trust Asset Management
Florida
$6K -$256K -2,101 -98%
TF
194
TimeScale Financial
Massachusetts
$6K -$137K -1,124 -96%
JFA
195
JNBA Financial Advisors
Minnesota
$6K +$5.49K +45 New
PA
196
Parallel Advisors
California
$4K – – –
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
TC
198
Trilogy Capital
California
– -$8.87M -74,473 Closed
SAM
199
Secure Asset Management
Michigan
– -$4.38M -20,083 Closed
Citadel Advisors
200
Citadel Advisors
Florida
– -$2.26M -18,983 Closed