Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
2,277,812
-
Shares change
-
+908,438
-
Total reported value, excl. options
-
$41,825,597
-
Value change
-
+$15,516,980
-
Number of buys
-
17
-
Number of sells
-
-14
-
Price
-
$18.35
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q4 2024
35 filings reported holding BGLD - FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY as of Q4 2024.
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,277,812 shares
.
Largest 10 shareholders include Sequent Planning LLC (885,024 shares), Maia Wealth LLC (399,863 shares), SMART Wealth LLC (221,264 shares), OSAIC HOLDINGS, INC. (201,063 shares), Cambridge Investment Research Advisors, Inc. (133,031 shares), Arlington Capital Management, Inc. (100,634 shares), ENVESTNET ASSET MANAGEMENT INC (62,416 shares), Cetera Investment Advisers (48,315 shares), Advisory Services Network, LLC (38,137 shares), and SECURED RETIREMENT ADVISORS, LLC (32,232 shares).
This table shows the top 28 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.