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Get Institutions for : 
Ft Cboe Vest Gold Strategy Target Income Etf (IGLD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    5
Total shares held : 
2,903,094  
% of shares held : 
4.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
281,137  
% of shares held change : 
  0.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 172,228
 5.93%
 
Increased Positions :
15
 257,988
 8.89%
 
Unchanged Positions :
6
 21,833
 0.75%
 
Decreased Positions :
13
-101,238
-3.49%
 
Closed Positions :
3
-47,841
-1.65%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Kestra Advisory Services LLC 185 - 2024-03-31 836,133 $16,463,000 80,281
   COMMONWEALTH EQUITY SERVICES LLC. 707 - 2024-03-31 596,161 $11,738,000 24,580
   XML Financial LLC 73 - 2024-03-31 184,940 $3,641,000 -10,897
   3EDGE Asset Management LP 21 - 2024-03-31 158,610 $3,123,000 69,800
   Insight Advisors LLC/ PA 32 - 2024-03-31 135,519 $2,668,000 -45,159
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 21 - 2024-03-31 111,108 $2,188,000 -4,364
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1414 - 2024-03-31 79,538 $1,566,000 13,192
   Advisor Group Holdings Inc. 1949 - 2024-03-31 74,291 $1,463,000 -68,837
   MTM Investment Management LLC 53 - 2024-03-31 66,680 $1,313,000 -1,400
   HIGHTOWER ADVISORS, LLC 1677 - 2024-03-31 61,137 $1,204,000 2,062
   Marion Wealth Management 63 - 2024-03-31 60,959 $1,200,000 1,216
   Foundations Investment Advisors LLC 297 - 2024-03-31 58,695 $1,156,000 -2,988
   NORTHCAPE WEALTH MANAGEMENT LLC 69 - 2024-03-31 53,144 $1,046,000 4,209
   Kingsview Wealth Management LLC 500 - 2024-03-31 49,432 $973,000 14,616
   BOS Asset Management LLC 43 - 2024-03-31 49,409 $973,000 0
   ENVESTNET ASSET MANAGEMENT INC 3131 - 2024-03-31 41,962 $826,000 3,701
   H D Vest Advisory Services 835 - 2024-03-31 40,564 $799,000 6,659
   Cetera Investment Advisers 992 - 2024-03-31 39,836 $784,000 1,133
   JANNEY MONTGOMERY SCOTT LLC 1698 - 2024-03-31 36,621 $721,000 3,277
   Hamilton Wealth LLC 56 - 2023-12-31 26,323 $506,000 710
   COLUMBIA ADVISORY PARTNERS LLC 27 - 2024-03-31 24,437 $481,000 12,215
   Sloy Dahl & Holst LLC 52 - 2024-03-31 23,485 $462,000 300
   Cherry Creek Investment Advisors Inc. 63 - 2024-03-31 22,292 $439,000 -10,220
   DAVIDSON D A & CO 1080 - 2024-03-31 19,089 $376,000 -267
   FINANCIAL NETWORK 2242 *New 2024-03-31 15,963 $314,000 15,963
   Mutual Advisors LLC 860 - 2024-03-31 15,114 $298,000 485
   QP WEALTH MANAGEMENT LLC 54 - 2023-09-30 15,565 $282,000 -1,020
   Cambridge Advisors Inc. 149 - 2024-03-31 13,726 $270,000 159
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4397 *New 2024-03-31 11,369 $224,000 11,369
   Horizon Advisory Services Inc. 44 - 2024-03-31 10,750 $212,000 0
   Resources Investment Advisors Inc. 1039 - 2024-03-31 10,000 $197,000 0
   IFP Advisors Inc 1097 - 2023-12-31 7,348 $141,000 -175
   Archer Investment Corp 279 - 2024-03-31 5,877 $116,000 0
   HARBOUR INVESTMENTS INC. 1169 - 2023-12-31 4,712 $91,000 4,712
   Fortitude Family Office LLC 111 - 2024-03-31 4,053 $80,000 584
   Geneos Wealth Management Inc. 1095 - 2024-03-31 2,337 $46,000 0
   WELLS FARGO & CO/MN 5136 *New 2024-03-31 500 $10,000 500
   Capital Investment Advisory Services LLC 895 - 2024-03-31 150 $3,000 0
   COMERICA BANK 3438 - 2024-03-31 104 $2,000 0
   J P MORGAN CHASE & CO 5366 - 2024-03-31 4 $0 0
   FMR LLC 4755 - 2024-03-31 1 $0 1
   PROEQUITIES INC. 2898 - 2024-03-31 0 $0 0
   JAFFETILCHIN INVESTMENT PARTNERS LLC 383 *Closed 2024-03-31 0 $0 -10,617
   ADVISORY SERVICES NETWORK, LLC 3155 *Closed 2024-03-31 0 $0 -5,339
   MML INVESTORS SERVICES LLC 2529 *Closed 2024-03-31 0 $0 -11,672
   MULTIFINANCIAL SECURITIES CORP 2424 *Closed 2024-03-31 0 $0 -39,502
   MORGAN STANLEY 7699 *Closed 2024-03-31 0 $0 -1
   AE Wealth Management LLC 1862 *Closed 2024-03-31 0 $0 -16,510

  48 Records found
  1    
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