Purchases and Sales Made in Q4 2024 in First Tr Cboe Vest Gold Strate (IGLD)
This table provides information about the institutional ownership of First Tr Cboe Vest Gold Strate (IGLD) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR CBOE VEST GOLD STRATE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
490KNew |
$9.12M - $11M
|
490K
$9.83M
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
96.2K+ 100.32% |
$1.79M - $2.15M
|
192K
$3.86M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84K+ 10.89% |
$1.56M - $1.88M
|
855K
$17.2M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65K+ 335.49% |
$1.21M - $1.45M
|
84.3K
$1.69M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
61.9K+ 468.77% |
$1.15M - $1.39M
|
75.1K
$1.51M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.6K+ 48.72% |
$904K - $1.09M
|
148K
$2.97M
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
48KNew |
$894K - $1.07M
|
48K
$963K
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
36KNew |
$671K - $807K
|
36K
$723K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$611K - $735K
|
32.8K
$659K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.9K+ 14.22% |
$390K - $468K
|
168K
$3.37M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.4K+ 2.75% |
$325K - $390K
|
651K
$13.1M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$321K - $386K
|
17.2K
$346K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.1K+ 19.95% |
$263K - $316K
|
84.8K
$1.7M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.8K+ 86.39% |
$258K - $310K
|
29.9K
$599K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.4KNew |
$194K - $233K
|
10.4K
$209K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.75K+ 52.37% |
$126K - $151K
|
19.6K
$394K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.11K+ 6.02% |
$114K - $137K
|
108K
$2.16M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.85K+ 7.79% |
$109K - $131K
|
80.9K
$1.62M
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.42K+ 3.47% |
$101K - $121K
|
162K
$3.24M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.31KNew |
$80.2K - $96.4K
|
4.31K
$86.4K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.72K+ 26.36% |
$69.2K - $83.3K
|
17.8K
$358K
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.22K+ 14.16% |
$59.9K - $72.1K
|
26K
$521K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.44K+ 16.42% |
$45.4K - $54.5K
|
17.3K
$347K
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1.85K+ 2.79% |
$34.4K - $41.3K
|
68K
$1.36M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57KNew |
$29.2K - $35.1K
|
1.57K
$31.4K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
966New |
$18K - $21.6K
|
966
$19.4K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
887+ 1.72% |
$16.5K - $19.9K
|
52.4K
$1.05M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
561+ 0.79% |
$10.4K - $12.6K
|
71.4K
$1.43M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
520New |
$9.68K - $11.6K
|
520
$10.4K
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
381+ 3.1% |
$7.09K - $8.53K
|
12.7K
$254K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
326+ 0.39% |
$6.07K - $7.3K
|
83.3K
$1.67M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
139New |
$2.59K - $3.11K
|
139
$2.79K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107+ 0.23% |
$1.99K - $2.4K
|
47.6K
$955K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.36% |
$1.4K - $1.68K
|
21.1K
$423K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-12- 37.5% |
$223 - $269
|
20
$401
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-12- 37.5% |
$223 - $269
|
20
$401
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-385- 1.53% |
$7.17K - $8.62K
|
24.8K
$498K
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-550- 2.14% |
$10.2K - $12.3K
|
25.1K
$504K
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.01K- 2.22% |
$18.8K - $22.6K
|
44.5K
$892K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.25K- 1.94% |
$23.3K - $28K
|
63.1K
$1.27M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.3K- 18.52% |
$24.2K - $29.1K
|
5.72K
$115K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.48K- 24.77% |
$27.5K - $33.1K
|
4.49K
$90.1K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.93K- 15.4% |
$35.8K - $43.1K
|
10.6K
$212K
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.86K- 3.57% |
$71.8K - $86.4K
|
104K
$2.09M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.54K- 1.97% |
$84.5K - $102K
|
226K
$4.54M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6.45K- 4.48% |
$120K - $144K
|
137K
$2.76M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-8.12K- 26.57% |
$151K - $182K
|
22.4K
$450K
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-14.2K- 2.62% |
$264K - $318K
|
528K
$10.6M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.5K- 28.09% |
$718K - $863K
|
98.6K
$1.98M
|