Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Number of holders
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21
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Total 13F shares, excl. options
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1.22M
-
Shares change
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+566K
-
Total reported value, excl. options
-
$22.8M
-
Value change
-
+$10.5M
-
Number of buys
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13
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Number of sells
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-4
-
Price
-
$18.82
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q4 2023
24 filings reported holding BGLD - FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY as of Q4 2023.
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.22M shares
.
Largest 10 shareholders include AE Wealth Management LLC (357K shares), SMART Wealth LLC (314K shares), OSAIC HOLDINGS, INC. (232K shares), ALTFEST L J & CO INC (140K shares), ENVESTNET ASSET MANAGEMENT INC (88.6K shares), 3EDGE Asset Management, LP (84.6K shares), Arlington Capital Management, Inc. (80.1K shares), Csenge Advisory Group (35.8K shares), Cetera Advisor Networks LLC (34.9K shares), and Capital Investment Advisory Services, LLC (26.9K shares).
This table shows the top 21 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.