Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
139,849
-
Shares change
-
+1,138
-
Total reported value, excl. options
-
$2,568,202
-
Value change
-
-$24,184
-
Number of buys
-
8
-
Number of sells
-
-5
-
Price
-
$18.36
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q2 2022
14 filings reported holding BGLD - FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY as of Q2 2022.
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 139,849 shares
.
Largest 10 shareholders include Capital Investment Advisory Services, LLC (29,419 shares), Csenge Advisory Group (26,941 shares), COMMONWEALTH EQUITY SERVICES, LLC (17,228 shares), AE Wealth Management LLC (15,154 shares), Cherry Creek Investment Advisors, Inc. (13,376 shares), Cetera Investment Advisers (11,154 shares), ADVISOR GROUP HOLDINGS, INC. (9,989 shares), Archer Investment Corp (7,144 shares), HARBOUR INVESTMENTS, INC. (6,055 shares), and Patriot Financial Group Insurance Agency, LLC (2,731 shares).
This table shows the top 12 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.