Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
1,366,080
-
Shares change
-
+424,687
-
Total reported value, excl. options
-
$30,770,248
-
Value change
-
+$9,584,635
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Number of buys
-
16
-
Number of sells
-
-5
-
Price
-
$22.56
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q3 2024
26 filings reported holding BGLD - FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY as of Q3 2024.
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,366,080 shares
.
Largest 10 shareholders include SMART Wealth LLC (252,542 shares), Maia Wealth LLC (244,945 shares), OSAIC HOLDINGS, INC. (217,026 shares), Innova Wealth Partners (103,042 shares), Arlington Capital Management, Inc. (103,042 shares), ALTFEST L J & CO INC (86,577 shares), ENVESTNET ASSET MANAGEMENT INC (59,706 shares), Cetera Investment Advisers (43,516 shares), JANE STREET GROUP, LLC (40,199 shares), and SECURED RETIREMENT ADVISORS, LLC (29,733 shares).
This table shows the top 25 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.