Institutional Ownership First Tr Cboe Vest Gold Strate (IGLD)
This table provides information about the institutional ownership of First Tr Cboe Vest Gold Strate (IGLD). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
887,228
shares
|
$17.4 Million
0.43% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
771,140
shares
|
$15.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
633,825
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
528,269
shares
|
$10.4 Million
7.39% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
226,258
shares
|
$4.44 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
168,052
shares
|
$3.3 Million
0.02% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
161,561
shares
|
$3.17 Million
0.21% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
137,374
shares
|
$2.7 Million
0.68% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
137,165
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2024
Added 92.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
109,286
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Added 128.4%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
107,530
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
104,128
shares
|
$2.05 Million
1.66% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
99,668
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
95,936
shares
|
$1.88 Million
0.98% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
82,939
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
77,799
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
75,083
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Added 468.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
75,078
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Added 43.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
70,838
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
70,675
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Added 42.88%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
67,958
shares
|
$1.33 Million
0.34% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
63,130
shares
|
$1.24 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
52,428
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
47,988
shares
|
$942,484
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
47,566
shares
|
$934,196
0.0% of portfolio
|
Q4 2024
Added 0.23%
|