Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
714,743
-
Shares change
-
+167,573
-
Total reported value, excl. options
-
$14,002,740
-
Value change
-
+$3,283,003
-
Number of buys
-
11
-
Number of sells
-
-5
-
Price
-
$19.59
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q2 2023
17 filings reported holding BGLD - FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY as of Q2 2023.
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 714,743 shares
.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (177,060 shares), AE Wealth Management LLC (121,366 shares), Arlington Capital Management, Inc. (102,811 shares), SMART Wealth LLC (91,677 shares), WORLD EQUITY GROUP, INC. (47,829 shares), Csenge Advisory Group (37,351 shares), Cetera Advisors LLC (32,624 shares), Capital Investment Advisory Services, LLC (27,276 shares), Cetera Advisor Networks LLC (21,423 shares), and Cetera Investment Advisers (14,774 shares).
This table shows the top 16 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.