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 30 institutions that hold shares in the stock, with a total of 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $57 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
922,046
shares
|
$19.6 Million
6.97% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
383,282
shares
|
$8.14 Million
1.84% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
365,939
shares
|
$7.77 Million
0.02% of portfolio
|
Q1 2025
Added 68.62%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
179,103
shares
|
$3.8 Million
2.98% of portfolio
|
Q1 2025
Added 77.97%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
139,373
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Added 123.3%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
137,158
shares
|
$2.91 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
130,802
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
66,772
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 75.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
55,533
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
52,757
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Added 82.31%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
35,082
shares
|
$744,790
0.48% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
33,107
shares
|
$702,861
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
25,675
shares
|
$545,080
0.05% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
22,941
shares
|
$487,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,873
shares
|
$421,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
15,807
shares
|
$335,582
0.0% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
15,045
shares
|
$319,405
0.01% of portfolio
|
Q1 2025
Added 43.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
13,939
shares
|
$295,924
0.02% of portfolio
|
Q1 2025
Added 29.74%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
13,341
shares
|
$283,229
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
13,341
shares
|
$283,229
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,490
shares
|
$222,702
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
10,398
shares
|
$220,749
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
10,170
shares
|
$215,909
0.03% of portfolio
|
Q1 2025
Added 162.93%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
5,125
shares
|
$108,803
0.0% of portfolio
|
Q1 2025
Reduced 32.79%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,475
shares
|
$73,774
0.03% of portfolio
|
Q3 2024
Added 34.95%
|