Purchases and Sales Made in Q1 2025 in First Tr Cboe Vest Gold Strate (IGLD)
This table provides information about the institutional ownership of First Tr Cboe Vest Gold Strate (IGLD) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR CBOE VEST GOLD STRATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 493.88% |
$5.63M - $6.29M
|
361K
$7.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
264KNew |
$4.95M - $5.54M
|
264K
$5.75M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
94.4K+ 95.71% |
$1.77M - $1.98M
|
193K
$4.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.9K+ 63.53% |
$992K - $1.11M
|
136K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48.2K+ 9.84% |
$904K - $1.01M
|
538K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.3K+ 4.96% |
$605K - $677K
|
684K
$14.9M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30.5K+ 58.25% |
$573K - $640K
|
83K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
27.9K+ 12.34% |
$523K - $585K
|
254K
$5.53M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 133.91% |
$398K - $445K
|
37.1K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7K+ 18.1% |
$275K - $307K
|
95.6K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.9K+ 54.19% |
$260K - $291K
|
39.5K
$860K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.7K+ 26.65% |
$238K - $266K
|
60.2K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11.5K+ 35.01% |
$216K - $241K
|
44.3K
$965K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1KNew |
$190K - $212K
|
10.1K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.74KNew |
$183K - $204K
|
9.74K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8.18KNew |
$153K - $171K
|
8.18K
$178K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.64K+ 9.01% |
$143K - $160K
|
92.4K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.55K+ 10.05% |
$141K - $158K
|
82.6K
$1.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
5.87K+ 8.63% |
$110K - $123K
|
73.8K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 47.4% |
$94K - $105K
|
15.6K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.98K+ 110.89% |
$93.4K - $104K
|
9.47K
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.92K+ 26.77% |
$92.2K - $103K
|
23.3K
$507K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.53K+ 193.92% |
$85K - $95K
|
6.87K
$150K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.2K+ 16.72% |
$78.8K - $88.1K
|
29.3K
$638K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.34K+ 2.43% |
$62.6K - $70.1K
|
141K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.33K+ 32.02% |
$62.4K - $69.8K
|
13.7K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.67K+ 7.4% |
$50K - $55.9K
|
38.7K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.64K+ 8.83% |
$49.4K - $55.3K
|
32.5K
$707K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.55K+ 2.03% |
$47.8K - $53.5K
|
128K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 53366.67% |
$30K - $33.6K
|
1.6K
$34.9K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 1.74% |
$23.2K - $26K
|
72.6K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 10.91% |
$22.5K - $25.2K
|
12.2K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
565+ 4.46% |
$10.6K - $11.8K
|
13.2K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
472+ 1.82% |
$8.85K - $9.9K
|
26.4K
$575K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
392+ 40.58% |
$7.35K - $8.22K
|
1.36K
$29.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
343+ 2.13% |
$6.43K - $7.19K
|
16.4K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$18.8 - $21
|
2
$43.5
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-10- 0.04% |
$188 - $210
|
24.8K
$540K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-103- 0.49% |
$1.93K - $2.16K
|
21K
$457K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-140- 0.31% |
$2.63K - $2.94K
|
44.3K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-316- 4.44% |
$5.93K - $6.63K
|
6.8K
$148K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-459- 0.96% |
$8.61K - $9.63K
|
47.5K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-928- 4.14% |
$17.4K - $19.5K
|
21.5K
$468K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.42K- 7.96% |
$26.6K - $29.8K
|
16.4K
$357K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.84K- 1.77% |
$34.5K - $38.6K
|
102K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.06K- 17.76% |
$57.4K - $64.2K
|
14.2K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.44K- 19.9% |
$64.4K - $72.1K
|
13.8K
$301K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.05K- 58.9% |
$75.9K - $84.8K
|
2.82K
$61.5K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4.83K- 2.99% |
$90.6K - $101K
|
157K
$3.41M
|