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 26 institutions that hold shares in the stock, with a total of 1.37 Million shares, which have been reported (via 13F filing form) to have a value of $25.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
252,542
shares
|
$4.64 Million
2.23% of portfolio
|
Q3 2024
Reduced 26.5%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
244,945
shares
|
$4.5 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
217,026
shares
|
$3.99 Million
0.01% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
103,042
shares
|
$1.89 Million
2.09% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
103,042
shares
|
$1.89 Million
2.09% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
86,577
shares
|
$1.59 Million
0.26% of portfolio
|
Q3 2024
Reduced 33.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
59,706
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 31.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
43,516
shares
|
$799,388
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,199
shares
|
$738,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
29,733
shares
|
$546,195
0.48% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
26,669
shares
|
$489,909
0.06% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
25,031
shares
|
$459,819
0.01% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
24,400
shares
|
$448,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,815
shares
|
$400,741
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
20,447
shares
|
$375,611
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,666
shares
|
$361,264
0.0% of portfolio
|
Q3 2024
Added 84.57%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
14,325
shares
|
$263,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
11,671
shares
|
$214,396
0.01% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,999
shares
|
$202,051
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,334
shares
|
$97,985
0.0% of portfolio
|
Q3 2024
Added 65.4%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
3,475
shares
|
$63,835
0.03% of portfolio
|
Q3 2024
Added 34.95%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$18,370
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
508
shares
|
$9,331
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
312
shares
|
$5,731
0.0% of portfolio
|
Q3 2024
Added 31100.0%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
101
shares
|
$1,855
0.0% of portfolio
|
Q2 2024
New holding
|