Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / VEST GOLD STRTGY
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Number of holders
-
12
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Total 13F shares, excl. options
-
585,180
-
Shares change
-
-15,883
-
Total reported value, excl. options
-
$10,754,297
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Value change
-
-$227,928
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Number of buys
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3
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Number of sells
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9
-
Price
-
$18.38
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q4 2022
As of 31 Dec 2022 FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 585,180 shares of stock of the company.
Largest 10 holders included COMMONWEALTH EQUITY SERVICES, LLC, AE Wealth Management LLC, SMART Wealth LLC, WORLD EQUITY GROUP, INC., Capital Investment Advisory Services, LLC, Csenge Advisory Group, Cetera Investment Advisers, ADVISOR GROUP HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, and Archer Investment Corp.
This table shows 14 institutional shareholders of the security as of 31 Dec 2022.
| 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.