Latest Institutional Transactions on First Tr Cboe Vest Gold Strate (IGLD)
This table provides information on the latest institutional transactions involving First Tr Cboe Vest Gold Strate (IGLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.32K+ 19.13% |
$114K - $127K
|
33.2K
$824K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
374+ 0.87% |
$8.04K - $8.95K
|
43.3K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-12.4K- 9.07% |
$266K - $296K
|
124K
$3.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.05K- 11.33% |
$65.6K - $73K
|
23.9K
$593K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
701K+ 217.61% |
$15.1M - $16.8M
|
1.02M
$25.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-35.1K- 93.85% |
$755K - $841K
|
2.3K
$57.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-76.1K- 76.36% |
$1.64M - $1.82M
|
23.6K
$586K
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
40K+ 60.3% |
$860K - $958K
|
106K
$2.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-16.3K- 19.05% |
$351K - $391K
|
69.3K
$1.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
218+ 1.82% |
$4.69K - $5.22K
|
12.2K
$304K
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.64K+ 1.58% |
$35.2K - $39.2K
|
106K
$2.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
599K+ 207.8% |
$12.9M - $14.3M
|
887K
$22M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.07KNew |
$195K - $217K
|
9.07K
$225K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-59K- 28.86% |
$1.27M - $1.41M
|
145K
$3.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-396- 2.7% |
$8.51K - $9.48K
|
14.3K
$355K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
109K+ 245.2% |
$2.35M - $2.61M
|
154K
$3.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
59.3K+ 23.93% |
$1.27M - $1.42M
|
307K
$7.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.6K+ 35.3% |
$701K - $780K
|
125K
$3.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
35+ 0.35% |
$753 - $838
|
9.95K
$247K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-6.37K- 28.25% |
$137K - $152K
|
16.2K
$402K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.8KNew |
$340K - $378K
|
15.8K
$393K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.4K- 49.44% |
$73K - $81.3K
|
3.47K
$86.3K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.33K+ 7.77% |
$50.2K - $55.9K
|
32.4K
$804K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-659K- 94.38% |
$14.2M - $15.8M
|
39.2K
$974K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.3KNew |
$436K - $485K
|
20.3K
$504K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.42KNew |
$203K - $226K
|
9.42K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.97K+ 1.13% |
$63.8K - $71K
|
266K
$6.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.67KNew |
$186K - $207K
|
8.67K
$215K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
13.7KNew |
$295K - $328K
|
13.7K
$341K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
12.5KNew |
$268K - $299K
|
12.5K
$310K
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
8+ 0.06% |
$172 - $192
|
13.3K
$329K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.53K+ 7.06% |
$32.9K - $36.6K
|
23.2K
$576K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.1KNew |
$217K - $242K
|
10.1K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
6+ 0.04% |
$129 - $144
|
16.6K
$411K
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
230+ 0.76% |
$4.95K - $5.51K
|
30.4K
$754K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24New |
$516 - $575
|
24
$596
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
747+ 1.0% |
$16.1K - $17.9K
|
75.7K
$1.88M
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.03K+ 56.67% |
$159K - $179K
|
22.2K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100New |
$1.97K - $2.23K
|
100
$2.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.69KNew |
$33.3K - $37.7K
|
1.69K
$42K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
631K+ 117.3% |
$12.4M - $14.1M
|
1.17M
$29M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.4K+ 31.99% |
$619K - $700K
|
129K
$3.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1+ 5.0% |
$19.7 - $22.3
|
21
$522
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1+ 5.0% |
$19.7 - $22.3
|
21
$522
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3.14K- 6.71% |
$62K - $70.1K
|
43.7K
$1.09M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.67K+ 7.4% |
$50K - $55.9K
|
38.7K
$961K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57KNew |
$29.2K - $35.1K
|
1.57K
$38.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.75K+ 52.37% |
$126K - $151K
|
19.6K
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.9K+ 14.22% |
$390K - $468K
|
168K
$4.18M
|
|