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 60 institutions that hold shares in the stock, with a total of 5.25 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
887,228
shares
|
$18.9 Million
0.43% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
771,140
shares
|
$16.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
633,825
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
542,459
shares
|
$11.5 Million
6.92% of portfolio
|
Q2 2024
Added 4.09%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
230,796
shares
|
$4.91 Million
0.47% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
156,146
shares
|
$3.32 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
147,132
shares
|
$3.13 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
143,822
shares
|
$3.06 Million
0.83% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
137,165
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2024
Added 92.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
109,286
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 128.4%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
107,985
shares
|
$2.3 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
101,423
shares
|
$2.16 Million
0.05% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
99,668
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
95,936
shares
|
$2.04 Million
0.98% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
82,939
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
77,799
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
75,078
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 43.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
70,838
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
70,675
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2024
Added 42.88%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
66,112
shares
|
$1.41 Million
0.38% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
64,380
shares
|
$1.37 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
51,541
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
47,459
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 50.72%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
46,808
shares
|
$995,138
0.37% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
45,471
shares
|
$966,713
0.32% of portfolio
|
Q3 2024
Reduced 0.16%
|