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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
132K+ 101.17% |
$2.69M - $2.91M
|
263K
$5.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6KNew |
$622K - $674K
|
30.6K
$667K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22KNew |
$447K - $484K
|
22K
$479K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 8.44% |
$239K - $259K
|
151K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.41K+ 42.31% |
$171K - $185K
|
28.3K
$616K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.68K+ 11.5% |
$156K - $169K
|
74.5K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.65K+ 25.9% |
$135K - $146K
|
32.3K
$704K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.2K+ 44.5% |
$126K - $136K
|
20.1K
$438K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.63KNew |
$73.8K - $79.9K
|
3.63K
$79.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.53K+ 11.03% |
$51.4K - $55.7K
|
25.5K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.14K+ 7.22% |
$23.2K - $25.1K
|
16.9K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1KNew |
$20.3K - $22K
|
1K
$21.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
942New |
$19.1K - $20.7K
|
942
$20.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
395+ 1.13% |
$8.02K - $8.69K
|
35.5K
$772K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
39New |
$792 - $858
|
39
$849
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
13New |
$264 - $286
|
13
$283
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
137KNew |
$2.53M - $2.88M
|
137K
$2.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.5KNew |
$194K - $220K
|
10.5K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.3K+ 162.93% |
$116K - $132K
|
10.2K
$221K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.3KNew |
$242K - $313K
|
13.3K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13.3KNew |
$242K - $313K
|
13.3K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.42KNew |
$25.8K - $33.3K
|
1.42K
$30.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250New |
$4.54K - $5.86K
|
250
$5.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100New |
$1.82K - $2.35K
|
100
$2.18K
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
103KNew |
$2.1M - $2.35M
|
103K
$2.24M
|
|
|
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 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
900+ 34.95% |
$18.4K - $20.6K
|
3.48K
$75.7K
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
311+ 31100.0% |
$6.35K - $7.11K
|
312
$6.79K
|
|
| Q1 2024 | |||||||
|
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
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
84.6KNew |
$1.54M - $1.75M
|
84.6K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$492 - $560
|
27
$588
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
10KNew |
$191K - $202K
|
10K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
508New |
$9.66K - $10.2K
|
508
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
110New |
$2.09K - $2.21K
|
110
$2.39K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5KNew |
$224K - $231K
|
11.5K
$250K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
235New |
$4.58K - $4.71K
|
235
$5.12K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$246K - $265K
|
13.4K
$291K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
1.89K+ 35.97% |
$34.7K - $37.5K
|
7.14K
$156K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
506New |
$9.29K - $10K
|
506
$11K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
60+ 2.25% |
$1.1K - $1.19K
|
2.73K
$59.5K
|
|