Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
887KNew |
$16.8M - $17.9M
|
887K
$19M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
558K+ 918.96% |
$10.6M - $11.3M
|
619K
$13.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
427K+ 4119.2% |
$8.08M - $8.63M
|
438K
$9.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.6KNew |
$882K - $942K
|
46.6K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.6KNew |
$787K - $841K
|
41.6K
$893K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.6KNew |
$485K - $518K
|
25.6K
$550K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
24.8KNew |
$470K - $502K
|
24.8K
$533K
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$314K - $335K
|
16.6K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
15.4KNew |
$290K - $310K
|
15.4K
$329K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
15.3K+ 69.53% |
$289K - $309K
|
37.3K
$800K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.2K+ 8.9% |
$269K - $287K
|
174K
$3.73M
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
14.1K+ 23.21% |
$267K - $285K
|
75K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.1KNew |
$266K - $284K
|
14.1K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
12.4K+ 96.08% |
$235K - $251K
|
25.3K
$544K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10.7K+ 6.18% |
$202K - $215K
|
183K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5KNew |
$198K - $211K
|
10.5K
$224K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
6.02K+ 4.91% |
$114K - $122K
|
129K
$2.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.08K+ 20.94% |
$58.1K - $62.1K
|
17.8K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.03KNew |
$57.2K - $61.1K
|
3.03K
$64.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2KNew |
$37.8K - $40.4K
|
2K
$42.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.54K+ 192.13% |
$29.1K - $31K
|
2.34K
$50.1K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
323+ 1.63% |
$6.11K - $6.52K
|
20.1K
$432K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150New |
$2.84K - $3.03K
|
150
$3.22K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-350- 0.53% |
$6.62K - $7.07K
|
65.8K
$1.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-490- 0.77% |
$9.27K - $9.9K
|
63.3K
$1.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-642- 1.96% |
$12.1K - $13K
|
32.1K
$688K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-886- 0.73% |
$16.8K - $17.9K
|
121K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-982- 43.15% |
$18.6K - $19.8K
|
1.29K
$27.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 19.14% |
$29K - $31K
|
6.48K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 2.56% |
$30.3K - $32.3K
|
60.8K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.19K- 3.93% |
$117K - $125K
|
151K
$3.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.6K- 48.43% |
$334K - $356K
|
18.8K
$403K
|