Q2 2022 13F Holders as of 6/30/2022
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Number of holders
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12
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Total 13F shares, excl. options
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140K
-
Shares change
-
+1.14K
-
Total reported value, excl. options
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$2.57M
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Value change
-
-$24.2K
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Number of buys
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8
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Number of sells
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-5
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Price
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$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 140K shares
.
Largest 10 shareholders include Capital Investment Advisory Services, LLC (29.4K shares), Csenge Advisory Group (26.9K shares), COMMONWEALTH EQUITY SERVICES, LLC (17.2K shares), AE Wealth Management LLC (15.2K shares), Cherry Creek Investment Advisors, Inc. (13.4K shares), Cetera Investment Advisers (11.2K shares), ADVISOR GROUP HOLDINGS, INC. (9.99K shares), Archer Investment Corp (7.14K shares), HARBOUR INVESTMENTS, INC. (6.06K shares), and Patriot Financial Group Insurance Agency, LLC (2.73K 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.