Latest Institutional Transactions on First Exch Tr Fd Cboe Vest Gol (BGLD)
This table provides information on the latest institutional transactions involving First Exch Tr Fd Cboe Vest Gol (BGLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.68K+ 11.5% |
$156K - $169K
|
74.5K
$1.62M
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
13New |
$264 - $286
|
13
$283
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.41K+ 42.31% |
$171K - $185K
|
28.3K
$616K
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-12.2K- 1.32% |
$248K - $268K
|
910K
$19.8M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.6K- 44.2% |
$297K - $322K
|
18.5K
$402K
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1KNew |
$20.3K - $22K
|
1K
$21.8K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6KNew |
$622K - $674K
|
30.6K
$667K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.14K+ 7.22% |
$23.2K - $25.1K
|
16.9K
$369K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165K- 45.06% |
$3.35M - $3.63M
|
201K
$4.38M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22KNew |
$447K - $484K
|
22K
$479K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
942New |
$19.1K - $20.7K
|
942
$20.5K
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-28.1K- 7.32% |
$570K - $617K
|
355K
$7.73M
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-56- 2.28% |
$1.14K - $1.23K
|
2.4K
$52.2K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
39New |
$792 - $858
|
39
$849
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.65K+ 25.9% |
$135K - $146K
|
32.3K
$704K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.79K- 5.02% |
$56.6K - $61.3K
|
52.7K
$1.15M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.53K+ 11.03% |
$51.4K - $55.7K
|
25.5K
$555K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.69K- 5.09% |
$54.5K - $59.1K
|
50.1K
$1.09M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-317- 3.05% |
$6.44K - $6.97K
|
10.1K
$219K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 8.44% |
$239K - $259K
|
151K
$3.29M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
132K+ 101.17% |
$2.69M - $2.91M
|
263K
$5.73M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.2K+ 44.5% |
$126K - $136K
|
20.1K
$438K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-282- 1.87% |
$5.72K - $6.2K
|
14.8K
$321K
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
395+ 1.13% |
$8.02K - $8.69K
|
35.5K
$772K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.63KNew |
$73.8K - $79.9K
|
3.63K
$79.1K
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-33.2K- 18.54% |
$674K - $731K
|
146K
$3.18M
|
|
Q1 2025 | |||||||
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
137KNew |
$2.53M - $2.88M
|
137K
$2.99M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.5K- 32.79% |
$46.2K - $52.5K
|
5.13K
$112K
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.3K+ 162.93% |
$116K - $132K
|
10.2K
$221K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.5KNew |
$194K - $220K
|
10.5K
$228K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.42KNew |
$25.8K - $33.3K
|
1.42K
$30.9K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100New |
$1.82K - $2.35K
|
100
$2.18K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.3KNew |
$242K - $313K
|
13.3K
$290K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250New |
$4.54K - $5.86K
|
250
$5.44K
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-31.3K- 12.39% |
$568K - $733K
|
221K
$4.82M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13.3KNew |
$242K - $313K
|
13.3K
$290K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-24- 23.76% |
$436 - $563
|
77
$1.68K
|
|
Q3 2024 | |||||||
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
311+ 31100.0% |
$6.35K - $7.11K
|
312
$6.79K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.4KNew |
$498K - $558K
|
24.4K
$531K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11KNew |
$225K - $251K
|
11K
$239K
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
103KNew |
$2.1M - $2.35M
|
103K
$2.24M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
900+ 34.95% |
$18.4K - $20.6K
|
3.48K
$75.7K
|
|
Q1 2024 | |||||||
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.22KClosed |
$40.4K - $43.7K
|
0
$0
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.08KNew |
$74.3K - $80.4K
|
4.08K
$88.8K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.92K+ 8.4% |
$35K - $37.9K
|
24.8K
$540K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.1K- 28.92% |
$184K - $199K
|
24.8K
$539K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$492 - $560
|
27
$588
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
84.6KNew |
$1.54M - $1.75M
|
84.6K
$1.84M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
10KNew |
$191K - $202K
|
10K
$219K
|