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 77 institutions that hold shares in the stock, with a total of 8.27 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,168,769
shares
|
$25.7 Million
0.23% of portfolio
|
Q2 2025
Added 117.3%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
741,382
shares
|
$16.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
697,799
shares
|
$15.4 Million
0.02% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
696,823
shares
|
$15.3 Million
6.63% of portfolio
|
Q2 2025
Added 8420.7%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
472,588
shares
|
$10.4 Million
6.04% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
419,767
shares
|
$9.24 Million
0.0% of portfolio
|
Q2 2025
Added 1032.85%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
322,277
shares
|
$7.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
288,146
shares
|
$6.34 Million
0.01% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
262,945
shares
|
$5.79 Million
0.5% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
247,722
shares
|
$5.45 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
204,429
shares
|
$4.5 Million
0.32% of portfolio
|
Q2 2025
Added 30.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
180,264
shares
|
$3.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
168,052
shares
|
$3.7 Million
0.02% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
141,656
shares
|
$3.12 Million
0.79% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
136,401
shares
|
$3 Million
0.85% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
129,485
shares
|
$2.85 Million
0.02% of portfolio
|
Q2 2025
Added 31.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
123,595
shares
|
$2.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
109,732
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
103,962
shares
|
$2.29 Million
1.85% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
99,684
shares
|
$2.2 Million
0.06% of portfolio
|
Q2 2025
Added 375.36%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
92,350
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2025
Added 53.3%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
90,259
shares
|
$1.99 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
85,661
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
78,065
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 52.66%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
74,966
shares
|
$1.65 Million
0.41% of portfolio
|
Q2 2025
Added 1.55%
|