Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-144- 0.03% |
$2.84K - $3.21K
|
473K
$12M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-350- 6.12% |
$6.91K - $7.81K
|
5.37K
$136K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1K- 8.2% |
$19.7K - $22.3K
|
11.2K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.4K- 3.16% |
$27.6K - $31.2K
|
42.9K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.15K- 2.33% |
$42.5K - $48K
|
90.3K
$2.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.26K- 9.11% |
$44.6K - $50.4K
|
22.5K
$570K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3.14K- 6.71% |
$62K - $70.1K
|
43.7K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.95K- 9.46% |
$177K - $200K
|
85.7K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.6K- 9.23% |
$248K - $280K
|
124K
$3.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.8K- 6.61% |
$252K - $285K
|
180K
$4.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.6K- 16.44% |
$268K - $303K
|
69K
$1.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.7K- 10.72% |
$763K - $863K
|
322K
$8.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-41.3K- 49.75% |
$814K - $921K
|
41.7K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-68.6K- 8.47% |
$1.35M - $1.53M
|
741K
$18.8M
|