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 85 institutions that hold shares in the stock, with a total of 7.82 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
69,041
shares
|
$1.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
68,994
shares
|
$1.75 Million
0.04% of portfolio
|
Q2 2025
Added 55.6%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
66,337
shares
|
$1.68 Million
1.21% of portfolio
|
Q2 2025
Added 39.57%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
63,204
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
63,130
shares
|
$1.6 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
44,520
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
43,668
shares
|
$1.1 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
42,923
shares
|
$1.09 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
41,694
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 49.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
39,194
shares
|
$991,608
0.0% of portfolio
|
Q3 2025
Reduced 94.38%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
38,688
shares
|
$978,806
1.34% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
37,422
shares
|
$946,776
0.02% of portfolio
|
Q2 2025
Added 2655.67%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
33,198
shares
|
$839,909
0.01% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
32,367
shares
|
$818,885
0.01% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
30,350
shares
|
$767,855
0.09% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
27,829
shares
|
$704,073
0.01% of portfolio
|
Q2 2025
Added 102.82%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
26,909
shares
|
$680,797
0.28% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
26,163
shares
|
$661,923
0.15% of portfolio
|
Q3 2024
Added 31.6%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
24,494
shares
|
$619,698
0.01% of portfolio
|
Q2 2025
Added 57.13%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
23,192
shares
|
$586,757
0.19% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,212
shares
|
$561,963
0.0% of portfolio
|
Q2 2025
Added 56.67%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
20,277
shares
|
$513,008
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
19,638
shares
|
$496,841
0.02% of portfolio
|
Q4 2024
Added 52.37%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
18,142
shares
|
$458,992
0.03% of portfolio
|
Q2 2025
Added 166.99%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
16,558
shares
|
$418,917
0.08% of portfolio
|
Q3 2025
Added 0.04%
|