Institutional Ownership First Tr Cboe Vest Gold Strate (IGLD)
This table provides information about the institutional ownership of First Tr Cboe Vest Gold Strate (IGLD). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 5.99 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
810,017
shares
|
$17.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
683,531
shares
|
$14.9 Million
0.02% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
537,853
shares
|
$11.7 Million
0.13% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
472,732
shares
|
$10.3 Million
5.41% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
360,956
shares
|
$7.86 Million
0.0% of portfolio
|
Q1 2025
Added 493.88%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
263,984
shares
|
$5.75 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
254,177
shares
|
$5.53 Million
0.51% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
193,029
shares
|
$4.2 Million
0.01% of portfolio
|
Q1 2025
Added 95.71%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
168,052
shares
|
$3.66 Million
0.02% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
156,728
shares
|
$3.41 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
140,715
shares
|
$3.06 Million
0.81% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
136,162
shares
|
$2.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 33.76%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
128,107
shares
|
$2.79 Million
0.85% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
102,287
shares
|
$2.23 Million
1.95% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
98,103
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
95,574
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Added 18.1%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
94,611
shares
|
$2.06 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
92,411
shares
|
$2.01 Million
0.06% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
82,967
shares
|
$1.81 Million
0.04% of portfolio
|
Q1 2025
Added 58.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
82,628
shares
|
$1.8 Million
0.07% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
73,823
shares
|
$1.61 Million
0.41% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
72,638
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
63,130
shares
|
$1.37 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
60,240
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 26.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
51,137
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.36%
|