Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST EXCH-TR FD CBOE VEST GOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.6K+ 269.4% |
$904K - $977K
|
68K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
25.3KNew |
$460K - $498K
|
25.3K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
6.34KNew |
$115K - $125K
|
6.34K
$116K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.08KNew |
$74.3K - $80.4K
|
4.08K
$74.6K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.06K+ 20.47% |
$73.9K - $80K
|
23.9K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.92K+ 8.4% |
$35K - $37.9K
|
24.8K
$454K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.32K+ 0.94% |
$24K - $25.9K
|
141K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13+ 0.11% |
$237 - $256
|
11.3K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$18.2 - $19.7
|
1
$18.3
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-167- 0.21% |
$3.04K - $3.29K
|
79.9K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.76K- 4.91% |
$32K - $34.6K
|
34K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.05K- 10.0% |
$37.3K - $40.3K
|
18.4K
$337K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.19K- 34.38% |
$131K - $142K
|
13.7K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.1K- 28.92% |
$184K - $199K
|
24.8K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.6K- 40.19% |
$649K - $702K
|
53K
$970K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.8K- 23.2% |
$981K - $1.06M
|
178K
$3.26M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-304K- 96.61% |
$5.53M - $5.98M
|
10.7K
$195K
|