Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
101KNew |
$1.99M - $2.09M
|
101K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.4KNew |
$1.3M - $1.37M
|
66.4K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
56.5K+ 139.32% |
$1.11M - $1.17M
|
97.1K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
49.5KNew |
$971K - $1.02M
|
49.5K
$933K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
31K+ 16.77% |
$609K - $640K
|
216K
$4.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.4K+ 36.47% |
$420K - $442K
|
80.1K
$1.51M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
21.3K+ 4.09% |
$418K - $440K
|
542K
$10.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
17.2KNew |
$338K - $355K
|
17.2K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13.3KNew |
$260K - $273K
|
13.3K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$246K - $258K
|
12.5K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4K+ 16.74% |
$244K - $257K
|
86.7K
$1.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
11.1KNew |
$217K - $228K
|
11.1K
$209K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 17.77% |
$211K - $222K
|
71.2K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.53K+ 13.96% |
$168K - $176K
|
69.7K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.89K+ 14.03% |
$116K - $122K
|
47.8K
$903K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
1.49K+ 2.45% |
$29.3K - $30.8K
|
62.5K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.38K+ 29.35% |
$27.2K - $28.5K
|
6.1K
$115K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
749New |
$14.7K - $15.5K
|
749
$14.1K
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
625+ 0.39% |
$12.3K - $12.9K
|
159K
$3M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
520+ 0.38% |
$10.2K - $10.7K
|
136K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
490+ 0.99% |
$9.62K - $10.1K
|
49.9K
$942K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
328+ 0.06% |
$6.44K - $6.77K
|
596K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
299+ 1.53% |
$5.87K - $6.17K
|
19.9K
$375K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
222+ 1.62% |
$4.36K - $4.58K
|
13.9K
$263K
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
188+ 1.75% |
$3.69K - $3.88K
|
10.9K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
117New |
$2.3K - $2.41K
|
117
$2.21K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$1.96K - $2.06K
|
100
$1.89K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
60+ 0.25% |
$1.18K - $1.24K
|
24.5K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
50+ 0.33% |
$982 - $1.03K
|
15.2K
$286K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
43+ 0.19% |
$845 - $888
|
22.3K
$421K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 33.33% |
$19.6 - $20.6
|
4
$75.5
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-300- 1.28% |
$5.89K - $6.19K
|
23.2K
$438K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-375- 9.25% |
$7.37K - $7.74K
|
3.68K
$69.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1K- 1.5% |
$19.6K - $20.6K
|
65.7K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.03K- 12.62% |
$20.2K - $21.2K
|
7.12K
$134K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.42K- 1.28% |
$27.9K - $29.3K
|
110K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.6K- 5.26% |
$51.1K - $53.7K
|
46.8K
$883K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.13K- 14.02% |
$101K - $106K
|
31.5K
$594K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.6K- 14.3% |
$149K - $157K
|
45.5K
$859K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.4K- 34.44% |
$538K - $565K
|
52.1K
$984K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.8K- 7.27% |
$1.19M - $1.25M
|
775K
$14.6M
|