Institutional Ownership First Exch Tr Fd Cboe Vest Gol (BGLD)
This table provides information about the institutional ownership of First Exch Tr Fd Cboe Vest Gol (BGLD). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 2.29 Million shares, which have been reported (via 13F filing form) to have a value of $45.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
885,024
shares
|
$17.5 Million
5.96% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
399,863
shares
|
$7.91 Million
1.58% of portfolio
|
Q4 2024
Added 63.25%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
221,264
shares
|
$4.38 Million
1.45% of portfolio
|
Q4 2024
Reduced 12.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
217,026
shares
|
$4.29 Million
0.01% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
133,031
shares
|
$2.63 Million
0.01% of portfolio
|
Q4 2024
Added 576.45%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
100,634
shares
|
$1.99 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
62,416
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
48,315
shares
|
$956,153
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
38,137
shares
|
$754,731
0.01% of portfolio
|
Q4 2024
Added 52.36%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
32,232
shares
|
$637,871
0.34% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
28,938
shares
|
$572,683
0.02% of portfolio
|
Q4 2024
Added 41.53%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
25,675
shares
|
$508,108
0.05% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,565
shares
|
$347,611
0.0% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
15,316
shares
|
$303,103
0.0% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
13,341
shares
|
$264,018
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
13,341
shares
|
$264,018
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
10,744
shares
|
$212,623
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,460
shares
|
$207,003
0.01% of portfolio
|
Q4 2024
Added 96.1%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
7,625
shares
|
$150,898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
3,868
shares
|
$76,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,475
shares
|
$68,770
0.03% of portfolio
|
Q3 2024
Added 34.95%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
3,044
shares
|
$60,240
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,420
shares
|
$28,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
508
shares
|
$10,053
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
250
shares
|
$4,947
0.0% of portfolio
|
Q4 2024
New holding
|