Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.5K+ 48.08% |
$1.12M - $1.15M
|
177K
$3.39M
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
37.6K+ 57.75% |
$734K - $755K
|
103K
$1.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.6KNew |
$636K - $654K
|
32.6K
$624K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2K+ 11.21% |
$239K - $245K
|
121K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5KNew |
$224K - $231K
|
11.5K
$220K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
10.8K+ 40.58% |
$210K - $216K
|
37.4K
$715K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
9K+ 10.88% |
$176K - $181K
|
91.7K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.27K+ 62.9% |
$161K - $166K
|
21.4K
$410K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
235New |
$4.58K - $4.71K
|
235
$4.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
110+ 0.84% |
$2.15K - $2.21K
|
13.2K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
96New |
$1.87K - $1.93K
|
96
$1.84K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-728- 4.7% |
$14.2K - $14.6K
|
14.8K
$283K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-794- 2.83% |
$15.5K - $15.9K
|
27.3K
$522K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.24K- 42.51% |
$43.7K - $45K
|
3.03K
$58K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.33K- 39.96% |
$162K - $167K
|
12.5K
$239K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-13.4K- 21.93% |
$262K - $269K
|
47.8K
$915K
|