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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
885KNew |
$16.1M - $20.8M
|
885K
$17.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
155K+ 63.25% |
$2.81M - $3.63M
|
400K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
113K+ 576.45% |
$2.06M - $2.66M
|
133K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.3KNew |
$242K - $313K
|
13.3K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13.3KNew |
$242K - $313K
|
13.3K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13.1K+ 52.36% |
$238K - $307K
|
38.1K
$759K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.7KNew |
$195K - $252K
|
10.7K
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.49K+ 41.53% |
$154K - $199K
|
28.9K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.63KNew |
$139K - $179K
|
7.63K
$152K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.13K+ 96.1% |
$93.1K - $120K
|
10.5K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.8K+ 11.03% |
$87.2K - $113K
|
48.3K
$961K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.87KNew |
$70.3K - $90.7K
|
3.87K
$76.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.71K+ 4.54% |
$49.2K - $63.5K
|
62.4K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.5K+ 8.4% |
$45.4K - $58.6K
|
32.2K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.42KNew |
$25.8K - $33.3K
|
1.42K
$28.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
991+ 6.92% |
$18K - $23.2K
|
15.3K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250New |
$4.54K - $5.86K
|
250
$4.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100New |
$1.82K - $2.35K
|
100
$1.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
103KNew |
$2.1M - $2.35M
|
103K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.2KNew |
$821K - $919K
|
40.2K
$800K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.1K+ 19.96% |
$737K - $825K
|
217K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.4KNew |
$498K - $558K
|
24.4K
$485K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11KNew |
$225K - $251K
|
11K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
900+ 34.95% |
$18.4K - $20.6K
|
3.48K
$69.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1KNew |
$19.8K - $20.6K
|
1K
$19.9K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.08KNew |
$74.3K - $80.4K
|
4.08K
$81.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.92K+ 8.4% |
$35K - $37.9K
|
24.8K
$494K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
84.6KNew |
$1.54M - $1.75M
|
84.6K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$492 - $560
|
27
$537
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
10KNew |
$191K - $202K
|
10K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
508New |
$9.66K - $10.2K
|
508
$10.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
110New |
$2.09K - $2.21K
|
110
$2.19K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5KNew |
$224K - $231K
|
11.5K
$229K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
235New |
$4.58K - $4.71K
|
235
$4.67K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$246K - $265K
|
13.4K
$266K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
1.89K+ 35.97% |
$34.7K - $37.5K
|
7.14K
$142K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
506New |
$9.29K - $10K
|
506
$10.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
60+ 2.25% |
$1.1K - $1.19K
|
2.73K
$54.3K
|
|