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 29 institutions that hold shares in the stock, with a total of 2.2 Million shares, which have been reported (via 13F filing form) to have a value of $46.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
885,024
shares
|
$18.8 Million
5.96% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
399,863
shares
|
$8.49 Million
1.58% of portfolio
|
Q4 2024
Added 63.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
217,026
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
139,373
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Added 123.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
130,802
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
100,634
shares
|
$2.14 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
52,757
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Added 82.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
48,315
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
38,137
shares
|
$809,648
0.01% of portfolio
|
Q4 2024
Added 52.36%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
35,082
shares
|
$744,790
0.48% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
25,675
shares
|
$545,080
0.05% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,565
shares
|
$372,904
0.0% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
15,316
shares
|
$325,158
0.0% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
13,939
shares
|
$295,924
0.02% of portfolio
|
Q1 2025
Added 29.74%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
13,341
shares
|
$283,229
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
13,341
shares
|
$283,229
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,490
shares
|
$222,702
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,460
shares
|
$222,065
0.01% of portfolio
|
Q4 2024
Added 96.1%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
10,398
shares
|
$220,749
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
10,170
shares
|
$215,909
0.03% of portfolio
|
Q1 2025
Added 162.93%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
7,625
shares
|
$161,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,475
shares
|
$73,774
0.03% of portfolio
|
Q3 2024
Added 34.95%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
2,454
shares
|
$52,098
0.04% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,420
shares
|
$30,146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
508
shares
|
$10,784
0.0% of portfolio
|
Q3 2023
New holding
|