Latest Institutional Purchases of First Exch Tr Fd Cboe Vest Gol (BGLD)
This list provides information on the latest institutional transactions involving First Exch Tr Fd Cboe Vest Gol (BGLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
149K+ 68.62% |
$2.75M - $3.13M
|
366K
$7.77M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
137KNew |
$2.53M - $2.88M
|
137K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
78.5K+ 77.97% |
$1.45M - $1.65M
|
179K
$3.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
77K+ 123.3% |
$1.42M - $1.62M
|
139K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
37K+ 4.18% |
$684K - $778K
|
922K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.1KNew |
$611K - $696K
|
33.1K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
28.6K+ 75.08% |
$529K - $602K
|
66.8K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.8K+ 82.31% |
$440K - $500K
|
52.8K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.9KNew |
$424K - $482K
|
22.9K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.9KNew |
$367K - $418K
|
19.9K
$422K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.5KNew |
$194K - $220K
|
10.5K
$223K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
10.4KNew |
$192K - $218K
|
10.4K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.22K+ 14.94% |
$133K - $152K
|
55.5K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.3K+ 162.93% |
$116K - $132K
|
10.2K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.59K+ 43.83% |
$84.7K - $96.3K
|
15K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.2K+ 29.74% |
$59K - $67.1K
|
13.9K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.85K+ 8.84% |
$52.6K - $59.9K
|
35.1K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
491+ 3.21% |
$9.07K - $10.3K
|
15.8K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.3KNew |
$242K - $313K
|
13.3K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13.3KNew |
$242K - $313K
|
13.3K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.42KNew |
$25.8K - $33.3K
|
1.42K
$30.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250New |
$4.54K - $5.86K
|
250
$5.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100New |
$1.82K - $2.35K
|
100
$2.12K
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
103KNew |
$2.1M - $2.35M
|
103K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.4KNew |
$498K - $558K
|
24.4K
$518K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11KNew |
$225K - $251K
|
11K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
900+ 34.95% |
$18.4K - $20.6K
|
3.48K
$73.8K
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
311+ 31100.0% |
$6.35K - $7.11K
|
312
$6.62K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1KNew |
$19.8K - $20.6K
|
1K
$21.2K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.08KNew |
$74.3K - $80.4K
|
4.08K
$86.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.92K+ 8.4% |
$35K - $37.9K
|
24.8K
$527K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
84.6KNew |
$1.54M - $1.75M
|
84.6K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$492 - $560
|
27
$573
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
10KNew |
$191K - $202K
|
10K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
508New |
$9.66K - $10.2K
|
508
$10.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
110New |
$2.09K - $2.21K
|
110
$2.34K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5KNew |
$224K - $231K
|
11.5K
$244K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
235New |
$4.58K - $4.71K
|
235
$4.99K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$246K - $265K
|
13.4K
$284K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
1.89K+ 35.97% |
$34.7K - $37.5K
|
7.14K
$152K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
506New |
$9.29K - $10K
|
506
$10.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
60+ 2.25% |
$1.1K - $1.19K
|
2.73K
$58K
|
|