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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
500New |
$10.8K - $12K
|
500
$12.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
494+ 3.42% |
$10.6K - $11.8K
|
15K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
374+ 0.87% |
$8.04K - $8.95K
|
43.3K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
300New |
$6.45K - $7.18K
|
300
$7.46K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
260+ 173.33% |
$5.59K - $6.22K
|
410
$10.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
230+ 0.76% |
$4.95K - $5.51K
|
30.4K
$754K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
218+ 1.82% |
$4.69K - $5.22K
|
12.2K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
197+ 189.42% |
$4.24K - $4.72K
|
301
$7.48K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
71+ 0.29% |
$1.53K - $1.7K
|
24.6K
$610K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
54+ 7.21% |
$1.16K - $1.29K
|
803
$20K
|
|
|
Dec 03, 2025
Q3 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
44+ 0.27% |
$946 - $1.05K
|
16.5K
$410K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
35+ 0.35% |
$753 - $838
|
9.95K
$247K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24New |
$516 - $575
|
24
$596
|
|
|
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
|
Cambridge Advisors Inc.
|
BUY
|
- |
6+ 0.04% |
$129 - $144
|
16.6K
$411K
|
|
| Q2 2025 | |||||||
|
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 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.03K+ 56.67% |
$159K - $179K
|
22.2K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.69KNew |
$33.3K - $37.7K
|
1.69K
$42K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100New |
$1.97K - $2.23K
|
100
$2.49K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1+ 5.0% |
$19.7 - $22.3
|
21
$522
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1+ 5.0% |
$19.7 - $22.3
|
21
$522
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.67K+ 7.4% |
$50K - $55.9K
|
38.7K
$961K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.9K+ 14.22% |
$390K - $468K
|
168K
$4.18M
|
|
|
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
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.31KNew |
$80.2K - $96.4K
|
4.31K
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57KNew |
$29.2K - $35.1K
|
1.57K
$38.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
520New |
$9.68K - $11.6K
|
520
$12.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
139New |
$2.59K - $3.11K
|
139
$3.45K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27.2KNew |
$544K - $593K
|
27.2K
$677K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8KNew |
$215K - $234K
|
10.8K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
681+ 582.05% |
$13.6K - $14.8K
|
798
$19.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
599New |
$12K - $13K
|
599
$14.9K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$1.96K - $2.06K
|
100
$2.49K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16KNew |
$294K - $314K
|
16K
$397K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5KNew |
$294K - $318K
|
16.5K
$410K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
15.4KNew |
$290K - $310K
|
15.4K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2KNew |
$37.8K - $40.4K
|
2K
$49.7K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
19+ 0.19% |
$338 - $377
|
10.1K
$250K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27.4KNew |
$543K - $592K
|
27.4K
$680K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
900+ 18.08% |
$17.9K - $20.1K
|
5.88K
$146K
|
|