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 |
|---|---|---|---|---|---|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
47,529
shares
|
$1.03 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
46,808
shares
|
$1.02 Million
0.34% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
44,340
shares
|
$965,281
0.03% of portfolio
|
Q1 2025
Added 35.01%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
44,323
shares
|
$964,911
0.3% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
39,500
shares
|
$859,915
0.0% of portfolio
|
Q1 2025
Added 54.19%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
38,688
shares
|
$842,237
1.37% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
37,054
shares
|
$806,665
0.0% of portfolio
|
Q1 2025
Added 133.91%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
32,498
shares
|
$707,481
0.01% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
29,325
shares
|
$638,405
0.12% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
26,422
shares
|
$575,206
0.3% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
26,163
shares
|
$569,568
0.15% of portfolio
|
Q3 2024
Added 31.6%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
24,802
shares
|
$539,939
0.51% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
23,277
shares
|
$506,740
0.0% of portfolio
|
Q1 2025
Added 26.77%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
21,500
shares
|
$468,055
0.19% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
20,970
shares
|
$456,516
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
19,638
shares
|
$427,519
0.02% of portfolio
|
Q4 2024
Added 52.37%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Apr 30, 2025 Q1 2025 |
16,416
shares
|
$357,376
1.0% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
16,409
shares
|
$357,223
0.08% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
15,588
shares
|
$339,350
0.0% of portfolio
|
Q1 2025
Added 47.4%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,565
shares
|
$338,850
0.49% of portfolio
|
Q3 2023
Reduced 6.15%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
14,178
shares
|
$308,655
0.0% of portfolio
|
Q1 2025
Reduced 17.76%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
13,838
shares
|
$301,253
0.01% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
13,721
shares
|
$298,706
0.0% of portfolio
|
Q1 2025
Added 32.02%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
13,236
shares
|
$288,147
0.16% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
12,200
shares
|
$265,594
0.0% of portfolio
|
Q1 2025
Added 10.91%
|