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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,420
shares
|
$234,087
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,065
shares
|
$225,265
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
8,678
shares
|
$215,648
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
8,667
shares
|
$215,374
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
8,259
shares
|
$205,236
0.01% of portfolio
|
Q3 2025
Reduced 18.7%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
5,877
shares
|
$146,043
0.03% of portfolio
|
Q1 2022
Added 18.08%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,280
shares
|
$131,208
0.0% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
3,989
shares
|
$99,126
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,473
shares
|
$86,304
0.0% of portfolio
|
Q3 2025
Reduced 49.44%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2,300
shares
|
$57,155
0.0% of portfolio
|
Q3 2025
Reduced 93.85%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
1,772
shares
|
$44,034
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,689
shares
|
$41,971
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
803
shares
|
$19,954
0.0% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
520
shares
|
$12,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
500
shares
|
$12,425
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
410
shares
|
$10,188
0.0% of portfolio
|
Q3 2025
Added 173.33%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
301
shares
|
$7,479
0.0% of portfolio
|
Q3 2025
Added 189.42%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
210
shares
|
$5,218
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
100
shares
|
$2,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
24
shares
|
$596
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
21
shares
|
$521
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
21
shares
|
$521
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3
shares
|
$74
0.0% of portfolio
|
Q3 2025
Reduced 99.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|