Institutional Ownership First Exch Tr Fd Cboe Vest Gol (BGLD)
This table provides information about the institutional ownership of First Exch Tr Fd Cboe Vest Gol (BGLD). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $54.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
909,844
shares
|
$19.8 Million
6.19% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
355,219
shares
|
$7.73 Million
1.45% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
263,133
shares
|
$5.73 Million
0.02% of portfolio
|
Q2 2025
Added 101.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
201,063
shares
|
$4.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.06%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
151,137
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
145,896
shares
|
$3.18 Million
3.06% of portfolio
|
Q2 2025
Reduced 18.54%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
74,451
shares
|
$1.62 Million
0.03% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
52,746
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
50,070
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
35,477
shares
|
$772,334
0.45% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
32,325
shares
|
$703,715
0.06% of portfolio
|
Q2 2025
Added 25.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
30,642
shares
|
$667,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
28,281
shares
|
$615,677
0.0% of portfolio
|
Q2 2025
Added 42.31%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
25,471
shares
|
$554,503
0.0% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
22,004
shares
|
$479,027
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
20,142
shares
|
$438,491
0.02% of portfolio
|
Q2 2025
Added 44.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,473
shares
|
$402,157
0.0% of portfolio
|
Q2 2025
Reduced 44.2%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
16,948
shares
|
$368,957
0.0% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
14,763
shares
|
$321,390
0.01% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
13,341
shares
|
$290,433
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
13,341
shares
|
$290,433
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
10,081
shares
|
$219,463
0.01% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,634
shares
|
$79,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,475
shares
|
$75,650
0.03% of portfolio
|
Q3 2024
Added 34.95%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
2,398
shares
|
$52,204
0.04% of portfolio
|
Q2 2025
Reduced 2.28%
|