Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
1,534,378
-
Shares change
-
+880,108
-
Total reported value, excl. options
-
$28,723,555
-
Value change
-
+$16,410,155
-
Number of buys
-
14
-
Number of sells
-
4
-
Price
-
$18.82
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) had 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,534,378 shares of stock of the company.
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 table shows 23 institutional shareholders of the security as of 31 Dec 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.