Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Total 13F shares
-
226,802
-
Share change
-
+79,875
-
Total reported value
-
$3,886,215
-
Price per share
-
$17.11
-
Number of holders
-
6
-
Value change
-
+$1,271,774
-
Number of buys
-
4
-
Number of sells
-
1
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) was held by
6 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
226,802 shares.
The largest 6 holders included
Arlington Capital Management, Inc., Capital Investment Advisory Services, LLC, PARK AVENUE SECURITIES LLC, BIP Wealth, LLC, Capital Asset Advisory Services LLC, and Noble Wealth Management PBC.
This page lists
6
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.