Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80K+ 16.27% |
$1.42M - $1.54M
|
572K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
65.2K+ 9.44% |
$1.16M - $1.26M
|
756K
$14.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
59.7KNew |
$1.06M - $1.15M
|
59.7K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.7KNew |
$689K - $745K
|
38.7K
$728K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.3KNew |
$681K - $737K
|
38.3K
$720K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.9K+ 138.99% |
$638K - $691K
|
61.7K
$1.16M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
22.5K+ 4.81% |
$400K - $433K
|
490K
$9.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.1K+ 46.76% |
$376K - $407K
|
66.3K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19.9K+ 12.36% |
$354K - $383K
|
181K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5KNew |
$294K - $318K
|
16.5K
$311K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
13.6KNew |
$241K - $261K
|
13.6K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.4K+ 65.2% |
$238K - $258K
|
33.9K
$638K
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
8.66K+ 10.8% |
$154K - $167K
|
88.8K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.34KNew |
$95K - $103K
|
5.34K
$100K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.71KNew |
$83.8K - $90.8K
|
4.71K
$88.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.1K+ 9.14% |
$72.9K - $78.9K
|
48.9K
$920K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.47KNew |
$61.7K - $66.8K
|
3.47K
$65.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.62K+ 16.09% |
$28.8K - $31.2K
|
11.7K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.41K+ 0.72% |
$25K - $27.1K
|
196K
$3.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
710+ 2.77% |
$12.6K - $13.7K
|
26.3K
$495K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
550+ 2.43% |
$9.78K - $10.6K
|
23.2K
$436K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
492+ 1.54% |
$8.75K - $9.48K
|
32.5K
$612K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
314+ 2.64% |
$5.59K - $6.05K
|
12.2K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
104New |
$1.85K - $2K
|
104
$1.96K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$17.8 - $19.3
|
1
$18.8
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$17.8 - $19.3
|
1
$18.8
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 33.33% |
$17.8 - $19.3
|
4
$75.2
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-169- 97.69% |
$3.01K - $3.25K
|
4
$75.2
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-175- 2.33% |
$3.11K - $3.37K
|
7.35K
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-786- 3.9% |
$14K - $15.1K
|
19.4K
$364K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.25K- 1.8% |
$22.2K - $24.1K
|
68.1K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2K- 12.03% |
$35.6K - $38.5K
|
14.6K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.14K- 5.14% |
$38.1K - $41.2K
|
39.5K
$743K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.55K- 4.14% |
$45.4K - $49.2K
|
59.1K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.68K- 25.74% |
$65.5K - $70.9K
|
10.6K
$200K
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-4.78K- 3.98% |
$85.1K - $92.1K
|
115K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.9K- 15.03% |
$105K - $114K
|
33.3K
$627K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.3K- 24.53% |
$201K - $218K
|
34.8K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-17.5K- 26.13% |
$311K - $337K
|
49.4K
$929K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49K- 25.51% |
$872K - $944K
|
143K
$2.69M
|