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 31 institutions that hold shares in the stock, with a total of 1.59 Million shares, which have been reported (via 13F filing form) to have a value of $38.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
416,538
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
267,898
shares
|
$6.51 Million
0.02% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
158,116
shares
|
$3.84 Million
1.07% of portfolio
|
Q3 2025
Reduced 82.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
148,645
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Nov 14, 2025 Q3 2025 |
96,500
shares
|
$2.35 Million
1.93% of portfolio
|
Q3 2025
Reduced 33.86%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
74,936
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
62,229
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Added 17.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
46,813
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
41,751
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 47.63%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
36,671
shares
|
$891,472
0.01% of portfolio
|
Q3 2025
Added 116.37%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
32,392
shares
|
$787,449
0.43% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,646
shares
|
$647,764
0.03% of portfolio
|
Q3 2025
Added 21.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
24,045
shares
|
$584,533
0.0% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
22,752
shares
|
$553,101
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
20,107
shares
|
$488,801
0.02% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
19,153
shares
|
$465,609
0.0% of portfolio
|
Q3 2025
Reduced 37.49%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
18,930
shares
|
$460,188
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
16,142
shares
|
$392,412
0.01% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
14,134
shares
|
$343,597
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
13,341
shares
|
$324,319
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
13,341
shares
|
$324,319
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
10,030
shares
|
$243,829
0.01% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,475
shares
|
$84,477
0.03% of portfolio
|
Q3 2024
Added 34.95%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
1,890
shares
|
$45,945
0.19% of portfolio
|
Q3 2025
Reduced 21.18%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,000
shares
|
$24,310
0.03% of portfolio
|
Q2 2025
New holding
|
|