Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
337K+ 1694.66% |
$6.15M - $7M
|
357K
$6.84M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
314KNew |
$5.73M - $6.52M
|
314K
$6.02M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
84.6KNew |
$1.54M - $1.75M
|
84.6K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.8K+ 307.04% |
$1.22M - $1.39M
|
88.6K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.6K+ 21.83% |
$758K - $862K
|
232K
$4.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.9KNew |
$381K - $434K
|
20.9K
$400K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
19.8KNew |
$361K - $411K
|
19.8K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1KNew |
$311K - $354K
|
17.1K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
13.5K+ 20.33% |
$247K - $281K
|
80.1K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
13.3K+ 10.51% |
$243K - $276K
|
140K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.6KNew |
$211K - $240K
|
11.6K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$207K - $235K
|
11.3K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.33K+ 14.2% |
$79K - $89.9K
|
34.9K
$667K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.63K+ 8.66% |
$29.7K - $33.8K
|
20.5K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$492 - $560
|
27
$517
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-375- 1.37% |
$6.84K - $7.78K
|
26.9K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.14K- 3.08% |
$20.7K - $23.6K
|
35.8K
$685K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.1K- 30.63% |
$184K - $210K
|
22.9K
$438K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-46.5KClosed |
$848K - $965K
|
0
$0
|