Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Total 13F shares
-
1,534,378
-
Share change
-
+880,108
-
Total reported value
-
$28,723,555
-
Price per share
-
$18.82
-
Number of holders
-
23
-
Value change
-
+$16,410,155
-
Number of buys
-
14
-
Number of sells
-
4
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,534,378 shares.
The largest 10 holders included
AE Wealth Management LLC, SMART Wealth LLC, OSAIC HOLDINGS, INC., ALTFEST L J & CO INC, ENVESTNET ASSET MANAGEMENT INC, 3EDGE Asset Management, LP, Arlington Capital Management, Inc., Csenge Advisory Group, Cetera Advisor Networks LLC, and Capital Investment Advisory Services, LLC.
This page lists
23
institutional shareholders reporting positions in this security
for the Q4 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.