Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.3KNew |
$436K - $485K
|
20.3K
$513K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.8KNew |
$340K - $378K
|
15.8K
$400K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
13.7KNew |
$295K - $328K
|
13.7K
$347K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
12.5KNew |
$268K - $299K
|
12.5K
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.1KNew |
$217K - $242K
|
10.1K
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.42KNew |
$203K - $226K
|
9.42K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.67KNew |
$186K - $207K
|
8.67K
$219K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.97K+ 1.13% |
$63.8K - $71K
|
266K
$6.73M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.33K+ 7.77% |
$50.2K - $55.9K
|
32.4K
$819K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.53K+ 7.06% |
$32.9K - $36.6K
|
23.2K
$587K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
747+ 1.0% |
$16.1K - $17.9K
|
75.7K
$1.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
230+ 0.76% |
$4.95K - $5.51K
|
30.4K
$768K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
35+ 0.35% |
$753 - $838
|
9.95K
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24New |
$516 - $575
|
24
$607
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
8+ 0.06% |
$172 - $192
|
13.3K
$335K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
6+ 0.04% |
$129 - $144
|
16.6K
$419K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.4K- 49.44% |
$73K - $81.3K
|
3.47K
$87.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-6.37K- 28.25% |
$137K - $152K
|
16.2K
$409K
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-14.2K- 3.0% |
$304K - $339K
|
458K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-659K- 94.38% |
$14.2M - $15.8M
|
39.2K
$992K
|