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 77 institutions that hold shares in the stock, with a total of 8.4 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crosspoint Financial, LLC
Tustin, CA |
Aug 13, 2025 Q2 2025 |
16,462
shares
|
$374,181
0.96% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,565
shares
|
$353,792
0.49% of portfolio
|
Q3 2023
Reduced 6.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
14,901
shares
|
$338,699
0.01% of portfolio
|
Q2 2025
Added 57.33%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
14,673
shares
|
$333,517
0.01% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
14,463
shares
|
$328,743
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
13,250
shares
|
$301,172
0.15% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,996
shares
|
$272,669
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,200
shares
|
$254,576
0.0% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10,159
shares
|
$230,914
0.02% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
10,152
shares
|
$230,754
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
9,910
shares
|
$225,254
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
6,869
shares
|
$156,132
0.0% of portfolio
|
Q2 2025
Added 143.32%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
5,877
shares
|
$133,584
0.03% of portfolio
|
Q1 2022
Added 18.08%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,370
shares
|
$122,060
0.0% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,689
shares
|
$38,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,604
shares
|
$36,458
0.0% of portfolio
|
Q1 2025
Added 53366.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
749
shares
|
$17,024
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
520
shares
|
$11,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
420
shares
|
$9,546
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
150
shares
|
$3,409
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
104
shares
|
$2,363
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
100
shares
|
$2,273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
100
shares
|
$2,273
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
21
shares
|
$477
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
21
shares
|
$477
0.0% of portfolio
|
Q2 2025
Added 5.0%
|