Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Total 13F shares
-
714,743
-
Share change
-
+167,573
-
Total reported value
-
$14,002,740
-
Price per share
-
$19.59
-
Number of holders
-
16
-
Value change
-
+$3,283,003
-
Number of buys
-
11
-
Number of sells
-
5
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q2 2023
As of 30 Jun 2023 FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) had 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 714,743 shares of stock of the company.
Largest 10 holders included OSAIC HOLDINGS, INC., AE Wealth Management LLC, Arlington Capital Management, Inc., SMART Wealth LLC, WORLD EQUITY GROUP, INC., Csenge Advisory Group, Cetera Advisors LLC, Capital Investment Advisory Services, LLC, Cetera Advisor Networks LLC, and Cetera Investment Advisers.
This table shows 16 institutional shareholders of the security as of 30 Jun 2023.
| 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.