Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / VEST GOLD STRTGY
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Number of holders
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28
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Total 13F shares, excl. options
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1.58M
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Shares change
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-1.13M
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Total reported value, excl. options
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$37.2M
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Value change
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-$25.9M
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Number of buys
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12
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Number of sells
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-18
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Price
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$23.83
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q3 2025
35 filings reported holding BGLD - FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY as of Q3 2025.
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 1.58M shares
.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (417K shares), Cambridge Investment Research Advisors, Inc. (268K shares), Sequent Planning LLC (158K shares), ENVESTNET ASSET MANAGEMENT INC (149K shares), Arlington Capital Management, Inc. (96.5K shares), Advisory Services Network, LLC (74.9K shares), Cetera Investment Advisers (62.2K shares), Sigma Planning Corp (46.8K shares), MML INVESTORS SERVICES, LLC (41.8K shares), and Integrated Wealth Concepts LLC (36.7K 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.