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 19 institutions that hold shares in the stock, with a total of 679,774 shares, which have been reported (via 13F filing form) to have a value of $14.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
178,224
shares
|
$3.71 Million
0.01% of portfolio
|
Q1 2024
Reduced 23.2%
|
|
|
Altfest L J & CO Inc
|
Apr 22, 2024 Q1 2024 |
141,390
shares
|
$2.94 Million
0.39% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Apr 24, 2024 Q1 2024 |
79,926
shares
|
$1.66 Million
1.43% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
68,002
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2024
Added 269.4%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
52,984
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 40.19%
|
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
34,017
shares
|
$707,553
0.04% of portfolio
|
Q1 2024
Reduced 4.91%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
26,901
shares
|
$559,540
0.06% of portfolio
|
Q4 2023
Reduced 1.37%
|
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
25,270
shares
|
$525,616
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 10, 2024 Q1 2024 |
23,878
shares
|
$496,662
0.4% of portfolio
|
Q1 2024
Added 20.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
13,728
shares
|
$285,542
0.0% of portfolio
|
Q1 2024
Reduced 34.38%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
11,341
shares
|
$235,892
0.0% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
10,046
shares
|
$208,956
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
6,339
shares
|
$131,851
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
4,077
shares
|
$84,801
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
3,032
shares
|
$63,065
0.0% of portfolio
|
Q2 2023
Reduced 42.51%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
508
shares
|
$10,566
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
110
shares
|
$2,288
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|