Purchases and Sales Made in Q3 2025 in First Exch Tr Fd Cboe Vest Gol (BGLD)
This table provides information about the institutional ownership of First Exch Tr Fd Cboe Vest Gol (BGLD) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST EXCH-TR FD CBOE VEST GOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22.8KNew |
$484K - $542K
|
22.8K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.7K+ 116.37% |
$420K - $470K
|
36.7K
$891K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$403K - $451K
|
18.9K
$460K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.1KNew |
$301K - $337K
|
14.1K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.5K+ 47.63% |
$287K - $321K
|
41.8K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.48K+ 17.98% |
$202K - $226K
|
62.2K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.77K+ 1.81% |
$101K - $114K
|
268K
$6.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.64K+ 21.1% |
$98.8K - $111K
|
26.6K
$648K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.38K+ 9.34% |
$29.4K - $32.8K
|
16.1K
$392K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
485+ 0.65% |
$10.3K - $11.6K
|
74.9K
$1.82M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
200New |
$4.26K - $4.76K
|
200
$4.86K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
200New |
$4.26K - $4.76K
|
200
$4.86K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
57New |
$1.21K - $1.36K
|
57
$1.39K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-35- 0.17% |
$745 - $834
|
20.1K
$489K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-51- 0.51% |
$1.09K - $1.21K
|
10K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-508- 21.18% |
$10.8K - $12.1K
|
1.89K
$45.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.43K- 5.6% |
$30.4K - $34K
|
24K
$585K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.49K- 1.65% |
$53.1K - $59.4K
|
149K
$3.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-3.09K- 8.7% |
$65.7K - $73.5K
|
32.4K
$787K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.14K- 0.75% |
$66.9K - $74.9K
|
417K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.26K- 6.5% |
$69.3K - $77.6K
|
46.8K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 37.49% |
$245K - $274K
|
19.2K
$466K
|
|
|
Nov 14, 2025
Q3 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-49.4K- 33.86% |
$1.05M - $1.18M
|
96.5K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-752K- 82.62% |
$16M - $17.9M
|
158K
$3.84M
|
|