Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / VEST GOLD STRTGY
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Number of holders
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11
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Total 13F shares, excl. options
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417K
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Shares change
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-23.3K
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Total reported value, excl. options
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$8.1M
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Value change
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-$206K
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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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$19.45
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q1 2023
15 filings reported holding BGLD - FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY as of Q1 2023.
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 417K shares
.
Largest 10 shareholders include ADVISOR GROUP HOLDINGS, INC. (120K shares), AE Wealth Management LLC (109K shares), SMART Wealth LLC (82.7K shares), Arlington Capital Management, Inc. (65.2K shares), Capital Investment Advisory Services, LLC (28.1K shares), Csenge Advisory Group (26.6K shares), Jaffetilchin Investment Partners, LLC (20.8K shares), Cetera Investment Advisers (15.5K shares), Cetera Advisor Networks LLC (13.2K shares), and ENVESTNET ASSET MANAGEMENT INC (13.1K 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.