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 |
|---|---|---|---|---|---|
|
Crosspoint Financial, LLC
Tustin, CA |
Aug 13, 2025 Q2 2025 |
16,462
shares
|
$416,488
0.96% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
16,174
shares
|
$409,202
0.32% of portfolio
|
Q3 2025
Reduced 28.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
15,796
shares
|
$399,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,565
shares
|
$393,794
0.49% of portfolio
|
Q3 2023
Reduced 6.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
14,901
shares
|
$376,995
0.01% of portfolio
|
Q2 2025
Added 57.33%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
14,673
shares
|
$371,226
0.01% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
14,463
shares
|
$365,913
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
13,711
shares
|
$346,888
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
13,258
shares
|
$335,427
0.16% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
12,486
shares
|
$315,895
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,996
shares
|
$303,498
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,200
shares
|
$283,360
0.0% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10,159
shares
|
$257,022
0.02% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
10,152
shares
|
$256,845
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
10,108
shares
|
$255,732
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,945
shares
|
$251,608
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,420
shares
|
$238,326
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
8,667
shares
|
$219,275
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
5,877
shares
|
$148,688
0.03% of portfolio
|
Q1 2022
Added 18.08%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,370
shares
|
$135,861
0.0% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,473
shares
|
$87,866
0.0% of portfolio
|
Q3 2025
Reduced 49.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,689
shares
|
$42,731
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,604
shares
|
$40,581
0.0% of portfolio
|
Q1 2025
Added 53366.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
749
shares
|
$18,949
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
520
shares
|
$13,156
0.0% of portfolio
|
Q4 2024
New holding
|