Purchases and Sales Made in Q1 2023 in First Tr Cboe Vest Gold Strate (IGLD)
This table provides information about the institutional ownership of First Tr Cboe Vest Gold Strate (IGLD) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR CBOE VEST GOLD STRATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
467KNew |
$8.72M - $9.34M
|
467K
$8.79M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
157KNew |
$2.94M - $3.15M
|
157K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60.8KNew |
$1.13M - $1.21M
|
60.8K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
22KNew |
$410K - $440K
|
22K
$414K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21.8K+ 14.45% |
$406K - $435K
|
172K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.2K+ 9.05% |
$247K - $265K
|
160K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
12.7K+ 11.53% |
$236K - $253K
|
123K
$2.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2KNew |
$210K - $225K
|
11.2K
$212K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.51KNew |
$46.8K - $50.2K
|
2.51K
$47.2K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.46K+ 14.18% |
$45.9K - $49.2K
|
19.8K
$373K
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.38K+ 4.06% |
$44.3K - $47.5K
|
60.9K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.28KNew |
$42.4K - $45.5K
|
2.28K
$42.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.17K+ 7.12% |
$40.5K - $43.4K
|
32.7K
$616K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.08K+ 0.9% |
$20.2K - $21.6K
|
122K
$2.29M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
732+ 1.19% |
$13.7K - $14.6K
|
62.4K
$1.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
500+ 3.52% |
$9.33K - $9.99K
|
14.7K
$276K
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
63+ 0.49% |
$1.17K - $1.26K
|
12.9K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 1.84% |
$2.8K - $3K
|
8.02K
$151K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-249- 89.25% |
$4.64K - $4.98K
|
30
$564
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-346- 3.23% |
$6.45K - $6.91K
|
10.4K
$195K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-650- 1.01% |
$12.1K - $13K
|
63.8K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.85K- 4.12% |
$53.1K - $56.8K
|
66.1K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-130K- 78.12% |
$2.42M - $2.6M
|
36.4K
$685K
|