Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Number of holders
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14
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Total 13F shares, excl. options
-
575K
-
Shares change
-
+159K
-
Total reported value, excl. options
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$11.3M
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Value change
-
+$3.11M
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Number of buys
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10
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Number of sells
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-5
-
Price
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$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 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 575K shares
.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (177K shares), AE Wealth Management LLC (121K shares), Arlington Capital Management, Inc. (103K shares), SMART Wealth LLC (91.7K shares), WORLD EQUITY GROUP, INC. (47.8K shares), Csenge Advisory Group (37.4K shares), Cetera Advisors LLC (32.6K shares), Capital Investment Advisory Services, LLC (27.3K shares), Cetera Advisor Networks LLC (21.4K shares), and Cetera Investment Advisers (14.8K shares).
This table shows the top 14 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.