Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST EXCH-TR FD CBOE VEST GOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
149K+ 68.62% |
$2.75M - $3.13M
|
366K
$7.94M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
137KNew |
$2.53M - $2.88M
|
137K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
78.5K+ 77.97% |
$1.45M - $1.65M
|
179K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
77K+ 123.3% |
$1.42M - $1.62M
|
139K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
37K+ 4.18% |
$684K - $778K
|
922K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.1KNew |
$611K - $696K
|
33.1K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
28.6K+ 75.08% |
$529K - $602K
|
66.8K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.8K+ 82.31% |
$440K - $500K
|
52.8K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.9KNew |
$424K - $482K
|
22.9K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.9KNew |
$367K - $418K
|
19.9K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.5KNew |
$194K - $220K
|
10.5K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
10.4KNew |
$192K - $218K
|
10.4K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.22K+ 14.94% |
$133K - $152K
|
55.5K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.3K+ 162.93% |
$116K - $132K
|
10.2K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.59K+ 43.83% |
$84.7K - $96.3K
|
15K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.2K+ 29.74% |
$59K - $67.1K
|
13.9K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.85K+ 8.84% |
$52.6K - $59.9K
|
35.1K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
491+ 3.21% |
$9.07K - $10.3K
|
15.8K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-590- 19.38% |
$10.9K - $12.4K
|
2.45K
$53.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.23K- 1.68% |
$41.2K - $46.8K
|
131K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.5K- 32.79% |
$46.2K - $52.5K
|
5.13K
$111K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-16.6K- 4.15% |
$306K - $348K
|
383K
$8.31M
|