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 60 institutions that hold shares in the stock, with a total of 5.25 Million shares, which have been reported (via 13F filing form) to have a value of $99.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
30,544
shares
|
$577,587
0.3% of portfolio
|
Q3 2024
Added 77.49%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
27,225
shares
|
$514,824
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
26,163
shares
|
$494,742
0.15% of portfolio
|
Q3 2024
Added 31.6%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
25,675
shares
|
$485,514
0.1% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
25,197
shares
|
$476,475
0.54% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
22,732
shares
|
$429,862
0.26% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
20,998
shares
|
$397,072
0.01% of portfolio
|
Q3 2024
Added 38.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,365
shares
|
$366,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
18,362
shares
|
$347,225
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
16,073
shares
|
$303,940
1.19% of portfolio
|
Q3 2024
Added 45.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
16,021
shares
|
$302,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,565
shares
|
$294,334
0.49% of portfolio
|
Q3 2023
Reduced 6.15%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
14,839
shares
|
$280,605
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
14,109
shares
|
$266,801
0.07% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
13,201
shares
|
$249,630
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
12,888
shares
|
$243,712
0.02% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
12,500
shares
|
$236,375
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
12,290
shares
|
$232,403
0.12% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
11,000
shares
|
$208,010
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,754
shares
|
$203,358
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,120
shares
|
$134,639
0.01% of portfolio
|
Q2 2024
Reduced 12.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,970
shares
|
$112,892
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
5,877
shares
|
$111,134
0.03% of portfolio
|
Q1 2022
Added 18.08%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,337
shares
|
$44,192
0.0% of portfolio
|
Q2 2023
Added 192.13%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
798
shares
|
$15,090
0.0% of portfolio
|
Q3 2024
Added 582.05%
|