Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
239,838
-
Shares change
-
+120,722
-
Total reported value, excl. options
-
$4,535,370
-
Value change
-
+$2,288,533
-
Number of buys
-
3
-
Number of sells
-
-6
-
Price
-
$18.91
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q4 2021
13 filings reported holding BGLD - FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY as of Q4 2021.
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 239,838 shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (151,883 shares), Capital Investment Advisory Services, LLC (37,137 shares), Cambridge Investment Research Advisors, Inc. (12,332 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (12,129 shares), ADVISOR GROUP HOLDINGS, INC. (8,835 shares), Archer Investment Corp (5,254 shares), MACROVIEW INVESTMENT MANAGEMENT LLC (4,900 shares), HARBOUR INVESTMENTS, INC. (4,442 shares), Patriot Financial Group Insurance Agency, LLC (2,671 shares), and CONCOURSE FINANCIAL GROUP SECURITIES, INC. (200 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.