Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Total 13F shares
-
941,082
-
Share change
-
+250,640
-
Total reported value
-
$19,177,831
-
Price per share
-
$20.38
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Number of holders
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17
-
Value change
-
+$5,128,928
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Number of buys
-
8
-
Number of sells
-
11
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q2 2024
As of 30 Jun 2024 FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 941,082 shares of stock of the company.
Largest 10 holders included SMART Wealth LLC, OSAIC HOLDINGS, INC., ALTFEST L J & CO INC, Arlington Capital Management, Inc., ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, SECURED RETIREMENT ADVISORS, LLC, Capital Investment Advisory Services, LLC, Advisory Services Network, LLC, and Csenge Advisory Group.
This table shows 17 institutional shareholders of the security as of 30 Jun 2024.
| 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.