Institutional Ownership First Tr Cboe Vest Gold Strate (IGLD)
This table provides information about the institutional ownership of First Tr Cboe Vest Gold Strate (IGLD). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 6.12 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
47,566
shares
|
$954,649
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
46,808
shares
|
$939,436
0.32% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
44,463
shares
|
$892,372
0.28% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
36,022
shares
|
$722,961
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
32,841
shares
|
$659,118
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
29,861
shares
|
$599,310
0.01% of portfolio
|
Q4 2024
Added 86.39%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
26,163
shares
|
$525,091
0.15% of portfolio
|
Q3 2024
Added 31.6%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
25,950
shares
|
$520,816
0.25% of portfolio
|
Q4 2024
Added 14.16%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
25,125
shares
|
$504,258
0.07% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
24,812
shares
|
$497,976
0.51% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
22,428
shares
|
$450,129
0.18% of portfolio
|
Q4 2024
Reduced 26.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
21,073
shares
|
$422,935
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
19,638
shares
|
$394,134
0.02% of portfolio
|
Q4 2024
Added 52.37%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
18,362
shares
|
$368,525
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
17,828
shares
|
$357,807
0.08% of portfolio
|
Q4 2024
Added 26.36%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
17,275
shares
|
$346,709
0.02% of portfolio
|
Q4 2024
Added 16.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,239
shares
|
$345,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
16,073
shares
|
$322,585
1.19% of portfolio
|
Q3 2024
Added 45.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
15,841
shares
|
$317,928
0.0% of portfolio
|
Q4 2024
Reduced 79.64%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,565
shares
|
$312,389
0.49% of portfolio
|
Q3 2023
Reduced 6.15%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
12,671
shares
|
$254,306
0.14% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,000
shares
|
$220,770
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
10,575
shares
|
$212,240
0.0% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
10,393
shares
|
$208,587
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
5,877
shares
|
$117,951
0.03% of portfolio
|
Q1 2022
Added 18.08%
|