Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
71.4K+ 11.53% |
$1.29M - $1.38M
|
691K
$13M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
65.9K+ 51.29% |
$1.19M - $1.28M
|
194K
$3.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.1K+ 12.36% |
$980K - $1.05M
|
492K
$9.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.4K+ 145.65% |
$495K - $530K
|
46.1K
$868K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.8KNew |
$467K - $500K
|
25.8K
$485K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
20K+ 80.53% |
$362K - $388K
|
44.8K
$843K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 10.48% |
$330K - $353K
|
192K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.3KNew |
$259K - $277K
|
14.3K
$269K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.6K+ 53.11% |
$247K - $264K
|
39.2K
$738K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.9KNew |
$216K - $231K
|
11.9K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7KNew |
$193K - $207K
|
10.7K
$201K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.46K+ 45.98% |
$117K - $125K
|
20.5K
$386K
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.15K+ 6.86% |
$93.2K - $99.8K
|
80.2K
$1.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.88K+ 27.45% |
$88.3K - $94.5K
|
22.6K
$426K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.55K+ 5.4% |
$64.3K - $68.8K
|
69.3K
$1.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.04K+ 16.04% |
$18.8K - $20.2K
|
7.52K
$142K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
804+ 1.32% |
$14.6K - $15.6K
|
61.6K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
274+ 1.08% |
$4.96K - $5.31K
|
25.6K
$482K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-63- 0.2% |
$1.14K - $1.22K
|
32K
$602K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-150- 0.4% |
$2.72K - $2.91K
|
37.2K
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-404- 3.86% |
$7.32K - $7.83K
|
10.1K
$189K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-636- 0.53% |
$11.5K - $12.3K
|
120K
$2.26M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.02K- 6.15% |
$18.5K - $19.8K
|
15.6K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.12K- 86.63% |
$20.3K - $21.7K
|
173
$3.25K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.43K- 3.07% |
$25.9K - $27.7K
|
45.2K
$850K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-17.7K- 20.92% |
$320K - $343K
|
66.9K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-22.2K- 12.14% |
$403K - $431K
|
161K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-46.7K- 73.75% |
$846K - $905K
|
16.6K
$313K
|