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 100 institutions that hold shares in the stock, with a total of 9.81 Million shares, which have been reported (via 13F filing form) to have a value of $244 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
22,585
shares
|
$561,237
0.01% of portfolio
|
Q3 2025
Added 51.57%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
20,520
shares
|
$509,922
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
20,277
shares
|
$503,883
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
19,638
shares
|
$488,004
0.02% of portfolio
|
Q4 2024
Added 52.37%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
19,493
shares
|
$484,401
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
19,163
shares
|
$476,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
16,828
shares
|
$418,175
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
16,558
shares
|
$411,466
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Dec 03, 2025 Q3 2025 |
16,506
shares
|
$410,174
0.97% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
16,174
shares
|
$401,923
0.32% of portfolio
|
Q3 2025
Reduced 28.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
15,796
shares
|
$392,530
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,565
shares
|
$386,790
0.49% of portfolio
|
Q3 2023
Reduced 6.15%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
14,957
shares
|
$371,681
0.06% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
14,326
shares
|
$356,001
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
14,300
shares
|
$355,355
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,277
shares
|
$354,783
0.01% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
13,711
shares
|
$340,718
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
13,258
shares
|
$329,461
0.16% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
12,486
shares
|
$310,277
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
12,214
shares
|
$303,517
0.03% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
11,930
shares
|
$296,460
0.0% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,831
shares
|
$269,150
0.0% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
10,739
shares
|
$266,864
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
10,108
shares
|
$251,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,945
shares
|
$247,133
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|