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 55 institutions that hold shares in the stock, with a total of 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $108 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
|
$19.5 Million
0.43% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
775,383
shares
|
$17 Million
0.09% of portfolio
|
Q2 2024
Reduced 7.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
633,825
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
542,459
shares
|
$11.9 Million
6.92% of portfolio
|
Q2 2024
Added 4.09%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
230,796
shares
|
$5.06 Million
0.47% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
156,146
shares
|
$3.42 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
143,822
shares
|
$3.15 Million
0.83% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
107,985
shares
|
$2.37 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
101,423
shares
|
$2.22 Million
0.05% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
101,144
shares
|
$2.22 Million
0.93% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
97,077
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2024
Added 139.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
86,730
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2024
Added 16.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
75,078
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Added 43.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
71,249
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2024
Added 17.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
69,670
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2024
Added 13.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
66,352
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
66,112
shares
|
$1.45 Million
0.38% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
65,680
shares
|
$1.44 Million
0.56% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
49,922
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
49,465
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
47,849
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Added 14.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
47,459
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 50.72%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
46,808
shares
|
$1.03 Million
0.37% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jul 25, 2024 Q2 2024 |
45,544
shares
|
$998,779
0.33% of portfolio
|
Q2 2024
Reduced 14.3%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
30,544
shares
|
$669,829
0.3% of portfolio
|
Q3 2024
Added 77.49%
|