Institutional Ownership First Tr Cboe Vest Gold Strate (IGLD)
This table provides information about the institutional ownership of First Tr Cboe Vest Gold Strate (IGLD). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 5.34 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
855,109
shares
|
$17.8 Million
0.09% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
651,258
shares
|
$13.5 Million
0.02% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
489,665
shares
|
$10.2 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
472,732
shares
|
$9.82 Million
5.41% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
226,258
shares
|
$4.7 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
192,181
shares
|
$3.99 Million
1.67% of portfolio
|
Q4 2024
Added 100.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
168,052
shares
|
$3.49 Million
0.02% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
161,561
shares
|
$3.36 Million
0.21% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
148,228
shares
|
$3.08 Million
0.02% of portfolio
|
Q4 2024
Added 48.72%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
140,715
shares
|
$2.92 Million
0.81% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
125,558
shares
|
$2.61 Million
0.69% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
107,530
shares
|
$2.23 Million
0.04% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
104,128
shares
|
$2.16 Million
1.66% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
98,631
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
84,775
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Added 19.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
84,332
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 335.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
83,265
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
80,924
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
75,083
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Added 468.77%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
73,823
shares
|
$1.53 Million
0.41% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
71,399
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
63,130
shares
|
$1.31 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
60,779
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.39%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
52,428
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
47,988
shares
|
$996,710
0.64% of portfolio
|
Q4 2024
New holding
|