FIRST TR EXCHANGE-TRADED FD IGLD
FT VEST GOLD · ETP · CUSIP 33733E856
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.06. Options: 0 managers hold calls (— notional), 1 hold puts ($172.1k).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 24 |
| Q4 2022 | 24 |
| Q1 2023 | 29 |
| Q2 2023 | 37 |
| Q3 2023 | 37 |
| Q4 2023 | 44 |
| Q1 2024 | 43 |
| Q2 2024 | 52 |
| Q3 2024 | 59 |
| Q4 2024 | 68 |
| Q1 2025 | 68 |
| Q2 2025 | 76 |
| Q3 2025 | 96 |
| Q4 2025 | 116 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 24 | 15 |
| Q2 2024 | 30 | 11 |
| Q3 2024 | 35 | 15 |
| Q4 2024 | 36 | 23 |
| Q1 2025 | 38 | 21 |
| Q2 2025 | 51 | 16 |
| Q3 2025 | 66 | 24 |
| Q4 2025 | 83 | 25 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $0 | $897.0k | — |
| Q2 2025 | $0 | $451.0k | — |
| Q3 2025 | $0 | $537.0k | — |
| Q4 2025 | $0 | $172.1k | — |
Biggest buyers
| LPL Financial LLC | Added | +405.5k |
| Hilton Capital Management, LLC | Added | +369.1k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +339.6k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +211.8k |
| Cetera Investment Advisers | Added | +80.6k |
| BENJAMIN EDWARDS INC | Added | +78.2k |
| INDEPENDENT FINANCIAL GROUP, LLC | Added | +72.7k |
| Delta Investment Management, LLC | New | +68.8k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Added | +50.7k |
| GREAT VALLEY ADVISOR GROUP, INC. | New | +44.7k |
Biggest sellers
| Sanctuary Advisors, LLC | Reduced | -165.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -39.2k |
| NFSG Corp | Sold out | -27.9k |
| HFG Wealth Management, LLC | Reduced | -25.6k |
| Prostatis Group LLC | Reduced | -14.9k |
| CORRADO ADVISORS, LLC | Reduced | -10.9k |
| OPPENHEIMER & CO INC | Reduced | -10.6k |
| Thrive Capital Management, LLC | Reduced | -8.8k |
| SIMPLEX TRADING, LLC | Reduced | -3.9k |
| GPS Wealth Strategies Group, LLC | Reduced | -2.9k |
Biggest calls
| None |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $172.1k6.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: TRUIST FINANCIAL CORP (3.6%, 2026-10-22)
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.01% of their portfolio | 1.5m $38.1m | Added +405.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 1.2m $30.9m | Added +211.8k |
| TRUIST FINANCIAL CORP 0.03% of their portfolio | 903.3k $22.6m | Added +16.4k |
| Luken Investment Analytics, LLC 8.38% of their portfolio | 849.2k $21.2m | Added +5.4k |
| Kestra Advisory Services, LLC 0.08% of their portfolio | 751.2k $18.8m | Added +19.8k |
| Hilton Capital Management, LLC 1.14% of their portfolio | 603.5k $15.1m | Added +369.1k |
| Cetera Investment Advisers 0.01% of their portfolio | 461.1k $11.5m | Added +80.6k |
| HFG Wealth Management, LLC 5.80% of their portfolio | 421.0k $10.5m | Reduced -25.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 378.8k $9.5m | Added +339.6k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 351.0k $8.8m | Added +23.4k |
| Thrive Capital Management, LLC 1.66% of their portfolio | 298.2k $7.5m | Reduced -8.8k |
| XML Financial, LLC 0.58% of their portfolio | 284.2k $7.1m | Added +18.3k |
| Cavalier Investments, LLC 1.83% of their portfolio | 235.3k $5.9m | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 204.4k $5.3m | Added +50.7k |
| Sanctuary Advisors, LLC 0.03% of their portfolio | 201.2k $5.0m | Reduced -165.9k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 169.6k $4.2m | Added +30.9k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 164.7k $4.1m | Added +39.8k |
| Insight Advisors, LLC/ PA 0.62% of their portfolio | 162.6k $4.1m | Added +14.4k |
| 3EDGE Asset Management, LP 0.20% of their portfolio | 153.1k $3.8m | Added +7.6k |
| Snowden Capital Advisors LLC 0.09% of their portfolio | 141.8k $3.5m | Added +34.8k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.08% of their portfolio | 140.3k $3.5m | Added +72.7k |
| Prostatis Group LLC 0.65% of their portfolio | 109.1k $2.7m | Reduced -14.9k |
| RiverTree Advisors, LLC 1.73% of their portfolio | 108.3k $2.7m | Added +2.0k |
| CARY STREET PARTNERS FINANCIAL LLC 0.06% of their portfolio | 99.1k $2.5m | Added +13.9k |
| CORRADO ADVISORS, LLC 1.19% of their portfolio | 94.7k $2.4m | Reduced -10.9k |
| BENJAMIN EDWARDS INC 0.03% of their portfolio | 94.0k $2.4m | Added +78.2k |
| Asset One Wealth Management LLC 0.32% of their portfolio | 90.9k $2.3m | First filing |
| Bison Wealth, LLC 0.24% of their portfolio | 80.3k $2.1m | Added +39.2k |
| SHP Wealth Management 0.16% of their portfolio | 79.7k $2.0m | First filing |
| Foundations Investment Advisors, LLC 0.03% of their portfolio | 77.4k $1.9m | Added +8.0k |
| Marion Wealth Management 0.47% of their portfolio | 76.1k $2.1m | Added +339 |
| HighTower Advisors, LLC 0.00% of their portfolio | 75.1k $1.9m | Added +1.2k |
| Delta Investment Management, LLC 0.30% of their portfolio | 68.8k $1.7m | New |
| MTM Investment Management, LLC 0.50% of their portfolio | 63.1k $1.6m | Reduced -75 |
| Integrated Wealth Concepts LLC 0.02% of their portfolio | 59.9k $1.5m | Added +16.8k |
| Sigma Planning Corp 0.04% of their portfolio | 53.5k $1.3m | Added +5.8k |
| Pinnacle Financial Partners, Inc. 0.01% of their portfolio | 53.4k $1.3m | First filing |
| Walser Wealth Management Company, A Ltd Liability Co 0.63% of their portfolio | 47.8k $1.2m | First filing |
| GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio | 44.7k $1.1m | New |
| BOS Asset Management, LLC 0.29% of their portfolio | 43.7k $1.1m | Unchanged |
| World Investment Advisors 0.02% of their portfolio | 43.5k $1.1m | New |
| NORTHCAPE WEALTH MANAGEMENT, LLC 0.30% of their portfolio | 42.2k $1.1m | Reduced -1.1k |
| Ameritas Advisory Services, LLC 0.04% of their portfolio | 42.0k $1.1m | Added +9.7k |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 41.5k $1.0m | Added +9.1k |
| Mutual Advisors, LLC 0.02% of their portfolio | 41.0k $1.0m | Added +17.4k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 39.8k $995.9k | Added +23.0k |
| Hamilton Wealth, LLC 0.18% of their portfolio | 38.2k $956.4k | Added +2.2k |
| OLD MISSION CAPITAL LLC 0.04% of their portfolio | 37.4k $934.2k | Added +7.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 33.5k $836.7k | Added +14.3k |
| Kingsview Wealth Management, LLC 0.01% of their portfolio | 32.7k $818.9k | Added +1.4k |
| Mariner, LLC 0.00% of their portfolio | 32.2k $806.1k | New |
| Sloy Dahl & Holst, LLC 0.09% of their portfolio | 30.4k $759.1k | Unchanged |
| CENTAURUS FINANCIAL, INC. 0.03% of their portfolio | 29.6k $741.0k | Added +5.2k |
| Gladstone Institutional Advisory LLC 0.03% of their portfolio | 27.4k $685.6k | New |
| Compound Planning, Inc. 0.02% of their portfolio | 26.4k $659.3k | Reduced -1.5k |
| Prime Capital Investment Advisors, LLC 0.01% of their portfolio | 25.5k $638.3k | Added +958 |
| Cherry Creek Investment Advisors, Inc. 0.27% of their portfolio | 25.2k $629.7k | Added +1.3k |
| Encompass More Asset Management 0.11% of their portfolio | 24.4k $610.0k | New |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 24.2k $605.7k | Added +1.6k |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 22.5k $563.9k | Reduced -10.6k |
| Independent Wealth Network Inc. 0.17% of their portfolio | 22.3k $558.7k | Reduced -851 |
| Pine Valley Investments Ltd Liability Co 0.03% of their portfolio | 22.3k $558.2k | Added +363 |
| Clear Creek Financial Management, LLC 0.05% of their portfolio | 22.1k $552.6k | Added +1.6k |
| Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio | 20.9k $522.8k | New |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 20.5k $513.3k | Added +6.2k |
| Novak & Powell Financial Services, Inc. 0.24% of their portfolio | 18.6k $465.2k | Added +4.3k |
| SteelPeak Wealth, LLC 0.01% of their portfolio | 17.5k $437.7k | Reduced -2.8k |
| &PARTNERS 0.00% of their portfolio | 17.1k $427.4k | New |
| Cambridge Advisors Inc. 0.08% of their portfolio | 17.0k $424.7k | Added +424 |
| Arkadios Wealth Advisors 0.01% of their portfolio | 16.8k $421.2k | Added +2.6k |
| CROSSPOINT FINANCIAL, LLC 0.98% of their portfolio | 16.6k $416.3k | Added +140 |
| U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio | 16.3k $407.4k | New |
| Collaborative Wealth Managment Inc. 0.14% of their portfolio | 16.1k $401.7k | New |
| 180 WEALTH ADVISORS, LLC 0.05% of their portfolio | 16.0k $400.9k | Added +2.3k |
| Private Advisor Group, LLC 0.00% of their portfolio | 15.8k $394.9k | New |
| GREENWOOD CAPITAL ASSOCIATES LLC 0.04% of their portfolio | 15.7k $392.1k | Added +3.2k |
| COLUMBIA ADVISORY PARTNERS LLC 0.27% of their portfolio | 15.7k $391.9k | Reduced -505 |
| Balboa Wealth Partners 0.06% of their portfolio | 14.3k $358.8k | Reduced -610 |
| Brookstone Capital Management 0.00% of their portfolio | 14.0k $350.3k | Added +3.9k |
| Prospera Financial Services Inc 0.01% of their portfolio | 13.6k $340.1k | New |
| Horizon Advisory Services, Inc. 0.17% of their portfolio | 13.5k $338.9k | Added +291 |
| Intrua Financial, LLC 0.04% of their portfolio | 13.2k $330.2k | New |
| QP WEALTH MANAGEMENT, LLC 0.26% of their portfolio | 12.0k $299.9k | First filing |
| Archer Investment Corp 0.07% of their portfolio | 11.9k $298.1k | Added +6.0k |
| Advisory Services Network, LLC 0.00% of their portfolio | 11.8k $295.8k | Added +998 |
| Global Assets Advisory, LLC 0.08% of their portfolio | 11.8k $295.8k | Added +2.8k |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 10.8k $269.2k | Reduced -1.2k |
| Exit Wealth Advisors, LLC. 0.15% of their portfolio | 10.4k $260.4k | Reduced -329 |
| MGO ONE SEVEN LLC 0.01% of their portfolio | 10.1k $251.5k | Added +110 |
| Merit Financial Group, LLC 0.00% of their portfolio | 9.9k $248.6k | Added +520 |
| GPS Wealth Strategies Group, LLC 0.20% of their portfolio | 9.3k $231.8k | Reduced -2.9k |
| STEINBERGANNA WEALTH MANAGEMENT 0.11% of their portfolio | 9.0k $224.8k | New |
| G&S Capital LLC 0.08% of their portfolio | 8.8k $220.8k | New |
| Annex Advisory Services, LLC 0.00% of their portfolio | 8.7k $216.8k | Unchanged |
| SBI Securities Co., Ltd. 0.01% of their portfolio | 8.6k $216.0k | Added +6.3k |
| CALTON & ASSOCIATES, INC. 0.03% of their portfolio | 8.3k $207.5k | Reduced -381 |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio | 8.2k $206.1k | Reduced -18 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 7.1k $177.6k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 5.3k $132.1k | Unchanged |
| Capital Investment Advisory Services, LLC 0.01% of their portfolio | 5.0k $126.2k | Added +4.6k |