Purchases and Sales Made in Q1 2024 in First Tr Cboe Vest Gold Strate (IGLD)
This table provides information about the institutional ownership of First Tr Cboe Vest Gold Strate (IGLD) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR CBOE VEST GOLD STRATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
80.3K+ 10.62% |
$1.48M - $1.58M
|
836K
$15.8M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
69.8K+ 78.59% |
$1.29M - $1.37M
|
159K
$2.99M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
31.2K+ 6.36% |
$574K - $614K
|
521K
$9.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.6K+ 4.3% |
$453K - $484K
|
596K
$11.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.7K+ 51.87% |
$380K - $407K
|
60.5K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16KNew |
$294K - $314K
|
16K
$301K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.6K+ 41.98% |
$269K - $288K
|
49.4K
$933K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 19.88% |
$243K - $260K
|
79.5K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
12.2K+ 99.94% |
$225K - $241K
|
24.4K
$461K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$209K - $224K
|
11.4K
$215K
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
10.8KNew |
$198K - $212K
|
10.8K
$203K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.66K+ 19.64% |
$123K - $131K
|
40.6K
$765K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.21K+ 8.6% |
$77.5K - $82.9K
|
53.1K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.7K+ 9.67% |
$68.1K - $72.9K
|
42K
$792K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.28K+ 9.83% |
$60.3K - $64.5K
|
36.6K
$691K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 3.49% |
$38K - $40.6K
|
61.1K
$1.15M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
1.22K+ 2.04% |
$22.4K - $23.9K
|
61K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.13K+ 2.93% |
$20.9K - $22.3K
|
39.8K
$752K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
800+ 10.89% |
$14.7K - $15.8K
|
8.15K
$154K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
584+ 16.83% |
$10.8K - $11.5K
|
4.05K
$76.5K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500New |
$9.21K - $9.85K
|
500
$9.44K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
485+ 3.32% |
$8.93K - $9.55K
|
15.1K
$285K
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
300+ 1.29% |
$5.52K - $5.91K
|
23.5K
$443K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
159+ 1.17% |
$2.93K - $3.13K
|
13.7K
$259K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 33.33% |
$18.4 - $19.7
|
4
$75.5
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-267- 1.38% |
$4.92K - $5.26K
|
19.1K
$360K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.4K- 2.06% |
$25.8K - $27.6K
|
66.7K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.99K- 4.84% |
$55K - $58.8K
|
58.7K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-4.36K- 3.78% |
$80.3K - $85.9K
|
111K
$2.1M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-6.74K- 25.61% |
$124K - $133K
|
19.6K
$370K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-10.2K- 31.43% |
$188K - $201K
|
22.3K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-10.9K- 5.56% |
$201K - $215K
|
185K
$3.49M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-45.2K- 24.99% |
$831K - $889K
|
136K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.8K- 48.09% |
$1.27M - $1.36M
|
74.3K
$1.4M
|