Latest Institutional Purchases of First Tr Cboe Vest Gold Strate (IGLD)
This list provides information on the latest institutional transactions involving First Tr Cboe Vest Gold Strate (IGLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
61.9K+ 468.77% |
$1.15M - $1.39M
|
75.1K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
48KNew |
$894K - $1.07M
|
48K
$942K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.9K+ 14.22% |
$390K - $468K
|
168K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.4KNew |
$194K - $233K
|
10.4K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.75K+ 52.37% |
$126K - $151K
|
19.6K
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.11K+ 6.02% |
$114K - $137K
|
108K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.42K+ 3.47% |
$101K - $121K
|
162K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.31KNew |
$80.2K - $96.4K
|
4.31K
$84.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.72K+ 26.36% |
$69.2K - $83.3K
|
17.8K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.22K+ 14.16% |
$59.9K - $72.1K
|
26K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.44K+ 16.42% |
$45.4K - $54.5K
|
17.3K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1.85K+ 2.79% |
$34.4K - $41.3K
|
68K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
887+ 1.72% |
$16.5K - $19.9K
|
52.4K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
520New |
$9.68K - $11.6K
|
520
$10.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
381+ 3.1% |
$7.09K - $8.53K
|
12.7K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
139New |
$2.59K - $3.11K
|
139
$2.73K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107+ 0.23% |
$1.99K - $2.4K
|
47.6K
$934K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.36% |
$1.4K - $1.68K
|
21.1K
$414K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.9K+ 92.51% |
$1.32M - $1.43M
|
137K
$2.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.4K+ 128.4% |
$1.23M - $1.34M
|
109K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.3K+ 6.26% |
$746K - $813K
|
634K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27.2KNew |
$544K - $593K
|
27.2K
$535K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 43.98% |
$458K - $499K
|
75.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.2K+ 42.88% |
$424K - $462K
|
70.7K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.4KNew |
$387K - $422K
|
19.4K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16KNew |
$320K - $349K
|
16K
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 17.25% |
$229K - $249K
|
77.8K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8KNew |
$215K - $234K
|
10.8K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
6.28K+ 31.6% |
$125K - $137K
|
26.2K
$514K
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
5.01K+ 45.26% |
$100K - $109K
|
16.1K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.59K+ 2.67% |
$51.7K - $56.4K
|
99.7K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.68% |
$23.3K - $25.4K
|
70.8K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1K+ 10.0% |
$20K - $21.8K
|
11K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
681+ 582.05% |
$13.6K - $14.8K
|
798
$15.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
599New |
$12K - $13K
|
599
$11.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
32New |
$639 - $697
|
32
$628
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
32New |
$639 - $697
|
32
$628
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$20 - $21.8
|
1
$19.6
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$246K - $258K
|
12.5K
$246K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
749New |
$14.7K - $15.5K
|
749
$14.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$1.96K - $2.06K
|
100
$1.96K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16KNew |
$294K - $314K
|
16K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500New |
$9.21K - $9.85K
|
500
$9.82K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5KNew |
$294K - $318K
|
16.5K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.34KNew |
$95K - $103K
|
5.34K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.62K+ 16.09% |
$28.8K - $31.2K
|
11.7K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
104New |
$1.85K - $2K
|
104
$2.04K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
887KNew |
$16.8M - $17.9M
|
887K
$17.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
15.4KNew |
$290K - $310K
|
15.4K
$302K
|
|