Latest Institutional Transactions on First Tr Cboe Vest Gold Strate (IGLD)
This table provides information on the latest institutional transactions involving First Tr Cboe Vest Gold Strate (IGLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.98K+ 110.89% |
$93.4K - $104K
|
9.47K
$206K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.44K- 19.9% |
$64.4K - $72.1K
|
13.8K
$300K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.53K+ 193.92% |
$85K - $95K
|
6.87K
$149K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 133.91% |
$398K - $445K
|
37.1K
$804K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-12.9K- 12.01% |
$242K - $271K
|
94.6K
$2.05M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
94.4K+ 95.71% |
$1.77M - $1.98M
|
193K
$4.19M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-50.1K- 33.82% |
$940K - $1.05M
|
98.1K
$2.13M
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-928- 4.14% |
$17.4K - $19.5K
|
21.5K
$467K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30.5K+ 58.25% |
$573K - $640K
|
83K
$1.8M
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
565+ 4.46% |
$10.6K - $11.8K
|
13.2K
$287K
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4.83K- 2.99% |
$90.6K - $101K
|
157K
$3.4M
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.84K- 1.77% |
$34.5K - $38.6K
|
102K
$2.22M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
392+ 40.58% |
$7.35K - $8.22K
|
1.36K
$29.5K
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
343+ 2.13% |
$6.43K - $7.19K
|
16.4K
$356K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 493.88% |
$5.63M - $6.29M
|
361K
$7.84M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
264KNew |
$4.95M - $5.54M
|
264K
$5.73M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-103- 0.49% |
$1.93K - $2.16K
|
21K
$455K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.92K+ 26.77% |
$92.2K - $103K
|
23.3K
$505K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 10.91% |
$22.5K - $25.2K
|
12.2K
$265K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.55K+ 10.05% |
$141K - $158K
|
82.6K
$1.79M
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-140- 0.31% |
$2.63K - $2.94K
|
44.3K
$962K
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.42K- 7.96% |
$26.6K - $29.8K
|
16.4K
$356K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.74KNew |
$183K - $204K
|
9.74K
$211K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7K+ 18.1% |
$275K - $307K
|
95.6K
$2.07M
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
472+ 1.82% |
$8.85K - $9.9K
|
26.4K
$574K
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
27.9K+ 12.34% |
$523K - $585K
|
254K
$5.52M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.33K+ 32.02% |
$62.4K - $69.8K
|
13.7K
$298K
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8.18KNew |
$153K - $171K
|
8.18K
$178K
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-459- 0.96% |
$8.61K - $9.63K
|
47.5K
$1.03M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.7K+ 26.65% |
$238K - $266K
|
60.2K
$1.31M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.9K+ 54.19% |
$260K - $291K
|
39.5K
$858K
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-10- 0.04% |
$188 - $210
|
24.8K
$538K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.34K+ 2.43% |
$62.6K - $70.1K
|
141K
$3.05M
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-55.5K- 10.51% |
$1.04M - $1.16M
|
473K
$10.3M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
5.87K+ 8.63% |
$110K - $123K
|
73.8K
$1.6M
|
|
Q4 2024 | |||||||
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.36K+ 5.34% |
$118K - $142K
|
126K
$2.73M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.11KNew |
$132K - $159K
|
7.11K
$154K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65K+ 335.49% |
$1.21M - $1.45M
|
84.3K
$1.83M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.8K+ 86.39% |
$258K - $310K
|
29.9K
$648K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.1K+ 19.95% |
$263K - $316K
|
84.8K
$1.84M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$611K - $735K
|
32.8K
$713K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
490KNew |
$9.12M - $11M
|
490K
$10.6M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$321K - $386K
|
17.2K
$374K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-12- 37.5% |
$223 - $269
|
20
$434
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
96.2K+ 100.32% |
$1.79M - $2.15M
|
192K
$4.17M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-12- 37.5% |
$223 - $269
|
20
$434
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57KNew |
$29.2K - $35.1K
|
1.57K
$34K
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
36KNew |
$671K - $807K
|
36K
$782K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.93K- 15.4% |
$35.8K - $43.1K
|
10.6K
$230K
|