Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
61.9K+ 468.77% |
$1.15M - $1.39M
|
75.1K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
48KNew |
$894K - $1.07M
|
48K
$941K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.9K+ 14.22% |
$390K - $468K
|
168K
$3.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.11K+ 6.02% |
$114K - $137K
|
108K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.42K+ 3.47% |
$101K - $121K
|
162K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.31KNew |
$80.2K - $96.4K
|
4.31K
$84.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.72K+ 26.36% |
$69.2K - $83.3K
|
17.8K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.22K+ 14.16% |
$59.9K - $72.1K
|
26K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.44K+ 16.42% |
$45.4K - $54.5K
|
17.3K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1.85K+ 2.79% |
$34.4K - $41.3K
|
68K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
887+ 1.72% |
$16.5K - $19.9K
|
52.4K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
520New |
$9.68K - $11.6K
|
520
$10.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
139New |
$2.59K - $3.11K
|
139
$2.73K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107+ 0.23% |
$1.99K - $2.4K
|
47.6K
$933K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.36% |
$1.4K - $1.68K
|
21.1K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-385- 1.53% |
$7.17K - $8.62K
|
24.8K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-550- 2.14% |
$10.2K - $12.3K
|
25.1K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.01K- 2.22% |
$18.8K - $22.6K
|
44.5K
$872K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.25K- 1.94% |
$23.3K - $28K
|
63.1K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.54K- 1.97% |
$84.5K - $102K
|
226K
$4.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6.45K- 4.48% |
$120K - $144K
|
137K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-8.12K- 26.57% |
$151K - $182K
|
22.4K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-14.2K- 2.62% |
$264K - $318K
|
528K
$10.4M
|