Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
147KNew |
$2.94M - $3.2M
|
147K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.9K+ 92.51% |
$1.32M - $1.43M
|
137K
$2.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.4K+ 128.4% |
$1.23M - $1.34M
|
109K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.3K+ 6.26% |
$746K - $813K
|
634K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27.2KNew |
$544K - $593K
|
27.2K
$514K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 43.98% |
$458K - $499K
|
75.1K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.3K+ 26.62% |
$426K - $464K
|
101K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.2K+ 42.88% |
$424K - $462K
|
70.7K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.4KNew |
$387K - $422K
|
19.4K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16KNew |
$320K - $349K
|
16K
$302K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16K+ 50.72% |
$319K - $348K
|
47.5K
$896K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
14.9K+ 6.88% |
$297K - $323K
|
231K
$4.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.8KNew |
$296K - $323K
|
14.8K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.3K+ 77.49% |
$266K - $290K
|
30.5K
$576K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.2KNew |
$264K - $287K
|
13.2K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 17.25% |
$229K - $249K
|
77.8K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8KNew |
$215K - $234K
|
10.8K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.78K+ 5.72% |
$155K - $169K
|
144K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
6.28K+ 31.6% |
$125K - $137K
|
26.2K
$494K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.83K+ 38.47% |
$117K - $127K
|
21K
$396K
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
5.01K+ 45.26% |
$100K - $109K
|
16.1K
$303K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
3.66K+ 5.86% |
$73.1K - $79.7K
|
66.1K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.59K+ 2.67% |
$51.7K - $56.4K
|
99.7K
$1.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.49K+ 10.74% |
$49.7K - $54.2K
|
25.7K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.62K+ 3.24% |
$32.3K - $35.2K
|
51.5K
$973K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
1.35K+ 12.36% |
$27K - $29.4K
|
12.3K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.68% |
$23.3K - $25.4K
|
70.8K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1K+ 10.0% |
$20K - $21.8K
|
11K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
700+ 2.86% |
$14K - $15.2K
|
25.2K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
681+ 582.05% |
$13.6K - $14.8K
|
798
$15.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
599New |
$12K - $13K
|
599
$11.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
397+ 1.78% |
$7.93K - $8.64K
|
22.7K
$429K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
161+ 1.15% |
$3.22K - $3.5K
|
14.1K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
32New |
$639 - $697
|
32
$604
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
32New |
$639 - $697
|
32
$604
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$20 - $21.8
|
1
$18.9
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 25.0% |
$20 - $21.8
|
3
$56.6
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 25.0% |
$20 - $21.8
|
3
$56.6
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-73- 0.16% |
$1.46K - $1.59K
|
45.5K
$858K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 2.05% |
$2.5K - $2.72K
|
5.97K
$113K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-362- 2.73% |
$7.23K - $7.88K
|
12.9K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-727- 3.81% |
$14.5K - $15.8K
|
18.4K
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.3K- 1.98% |
$26K - $28.3K
|
64.4K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.7K- 1.55% |
$34K - $37.1K
|
108K
$2.04M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.09K- 1.94% |
$61.7K - $67.2K
|
156K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.79K- 4.37% |
$75.7K - $82.5K
|
82.9K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.24K- 0.55% |
$84.7K - $92.4K
|
771K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.21K- 5.15% |
$104K - $113K
|
95.9K
$1.81M
|