Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Total 13F shares
-
632,231
-
Share change
-
+10,452
-
Total reported value
-
$12,024,611
-
Price per share
-
$19.02
-
Number of holders
-
15
-
Value change
-
+$185,353
-
Number of buys
-
9
-
Number of sells
-
7
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q3 2023
As of 30 Sep 2023,
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
632,231 shares.
The largest 10 holders included
OSAIC HOLDINGS, INC., ALTFEST L J & CO INC, Arlington Capital Management, Inc., WORLD EQUITY GROUP, INC., Csenge Advisory Group, Cetera Advisors LLC, Cetera Advisor Networks LLC, Capital Investment Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, and AE Wealth Management LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q3 2023 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.