Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / VEST GOLD STRTGY
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
941K
-
Shares change
-
+251K
-
Total reported value, excl. options
-
$19.2M
-
Value change
-
+$5.13M
-
Number of buys
-
8
-
Number of sells
-
-11
-
Price
-
$20.38
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) as of Q2 2024
21 filings reported holding BGLD - FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY as of Q2 2024.
FIRST TR EXCHANGE-TRADED FD - VEST GOLD STRTGY (BGLD) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 941K shares
.
Largest 10 shareholders include SMART Wealth LLC (344K shares), OSAIC HOLDINGS, INC. (181K shares), ALTFEST L J & CO INC (129K shares), Arlington Capital Management, Inc. (90.3K shares), ENVESTNET ASSET MANAGEMENT INC (45.2K shares), Cetera Investment Advisers (41K shares), SECURED RETIREMENT ADVISORS, LLC (28.3K shares), Capital Investment Advisory Services, LLC (26.7K shares), Advisory Services Network, LLC (25K shares), and Csenge Advisory Group (12.4K shares).
This table shows the top 18 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.