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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,132
shares
|
$220,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
9,742
shares
|
$212,083
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,471
shares
|
$206,183
0.01% of portfolio
|
Q1 2025
Added 110.89%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
8,178
shares
|
$178,035
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,795
shares
|
$147,927
0.01% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
5,877
shares
|
$127,942
0.03% of portfolio
|
Q1 2022
Added 18.08%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,720
shares
|
$124,524
0.0% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,823
shares
|
$61,456
0.0% of portfolio
|
Q1 2025
Reduced 58.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,604
shares
|
$34,919
0.0% of portfolio
|
Q1 2025
Added 53366.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,566
shares
|
$34,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,358
shares
|
$29,563
0.0% of portfolio
|
Q1 2025
Added 40.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
749
shares
|
$16,305
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
520
shares
|
$11,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
150
shares
|
$3,265
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
104
shares
|
$2,264
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
100
shares
|
$2,177
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
20
shares
|
$435
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
20
shares
|
$435
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2
shares
|
$43
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|