Latest Institutional Purchases of First Tr Cboe Vest Gold Strate (IGLD)
This list provides information on the latest institutional transactions involving First Tr Cboe Vest Gold Strate (IGLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 493.88% |
$5.63M - $6.29M
|
361K
$7.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
264KNew |
$4.95M - $5.54M
|
264K
$5.73M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
94.4K+ 95.71% |
$1.77M - $1.98M
|
193K
$4.19M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.9K+ 63.53% |
$992K - $1.11M
|
136K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48.2K+ 9.84% |
$904K - $1.01M
|
538K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.3K+ 4.96% |
$605K - $677K
|
684K
$14.8M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30.5K+ 58.25% |
$573K - $640K
|
83K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
27.9K+ 12.34% |
$523K - $585K
|
254K
$5.51M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 133.91% |
$398K - $445K
|
37.1K
$804K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7K+ 18.1% |
$275K - $307K
|
95.6K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.9K+ 54.19% |
$260K - $291K
|
39.5K
$857K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.7K+ 26.65% |
$238K - $266K
|
60.2K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11.5K+ 35.01% |
$216K - $241K
|
44.3K
$962K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1KNew |
$190K - $212K
|
10.1K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.74KNew |
$183K - $204K
|
9.74K
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8.18KNew |
$153K - $171K
|
8.18K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.64K+ 9.01% |
$143K - $160K
|
92.4K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.55K+ 10.05% |
$141K - $158K
|
82.6K
$1.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
5.87K+ 8.63% |
$110K - $123K
|
73.8K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 47.4% |
$94K - $105K
|
15.6K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.98K+ 110.89% |
$93.4K - $104K
|
9.47K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.92K+ 26.77% |
$92.2K - $103K
|
23.3K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.2K+ 16.72% |
$78.8K - $88.1K
|
29.3K
$636K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.34K+ 2.43% |
$62.6K - $70.1K
|
141K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.33K+ 32.02% |
$62.4K - $69.8K
|
13.7K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.67K+ 7.4% |
$50K - $55.9K
|
38.7K
$839K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.64K+ 8.83% |
$49.4K - $55.3K
|
32.5K
$705K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.55K+ 2.03% |
$47.8K - $53.5K
|
128K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 53366.67% |
$30K - $33.6K
|
1.6K
$34.8K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 1.74% |
$23.2K - $26K
|
72.6K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 10.91% |
$22.5K - $25.2K
|
12.2K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
565+ 4.46% |
$10.6K - $11.8K
|
13.2K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
472+ 1.82% |
$8.85K - $9.9K
|
26.4K
$573K
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$18.8 - $21
|
2
$43.4
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
96.2K+ 100.32% |
$1.79M - $2.15M
|
192K
$4.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.9K+ 14.22% |
$390K - $468K
|
168K
$3.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.75K+ 52.37% |
$126K - $151K
|
19.6K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.31KNew |
$80.2K - $96.4K
|
4.31K
$93.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57KNew |
$29.2K - $35.1K
|
1.57K
$34K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
520New |
$9.68K - $11.6K
|
520
$11.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
139New |
$2.59K - $3.11K
|
139
$3.01K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27.2KNew |
$544K - $593K
|
27.2K
$591K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8KNew |
$215K - $234K
|
10.8K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
6.28K+ 31.6% |
$125K - $137K
|
26.2K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
681+ 582.05% |
$13.6K - $14.8K
|
798
$17.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
599New |
$12K - $13K
|
599
$13K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
749New |
$14.7K - $15.5K
|
749
$16.2K
|
|