Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Total 13F shares
-
499,341
-
Share change
-
-34,111
-
Total reported value
-
$9,712,109
-
Price per share
-
$19.45
-
Number of holders
-
12
-
Value change
-
-$416,745
-
Number of buys
-
8
-
Number of sells
-
6
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q1 2023
As of 31 Mar 2023,
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
499,341 shares.
The largest 10 holders included
ADVISOR GROUP HOLDINGS, INC., AE Wealth Management LLC, SMART Wealth LLC, Arlington Capital Management, Inc., Capital Investment Advisory Services, LLC, Csenge Advisory Group, Jaffetilchin Investment Partners, LLC, Cetera Investment Advisers, Cetera Advisor Networks LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| 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.