FIRST TR EXCHANGE-TRADED FD (IGLD)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
142
Reporting holders
$321.8M
Reported value
0.0%
Held as options
+17
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $63.4M | 3,010,754 | 0.01% | 9q | +26.4%+$13.2M |
| ENVESTNET ASSET MANAGEMENT INC | $28.3M | 1,341,776 | 0.01% | 11q | +9.7%+$2.5M |
| TRUIST FINANCIAL CORP | $26.2M | 1,243,278 | 0.03% | 6q | +12.6%+$2.9M |
| Kestra Advisory Services, LLC | $16.4M | 777,249 | 0.05% | 14q | +3.5%+$553.8K |
| Cetera Investment Advisers | $15.2M | 719,977 | 0.01% | 11q | +30.2%+$3.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 607,096 | 0.02% | 20q | +8.1%+$958.4K |
| Hilton Capital Management, LLC | $12.7M | 602,983 | 0.86% | 4q | +1.1%+$142.4K |
| OSAIC HOLDINGS, INC. | $9.0M | 429,350 | 0.01% | 22q | -3.9%-$364.9K |
| Cavalier Investments, LLC | $6.8M | 323,655 | 0.28% | 4q | HELD |
| XML Financial, LLC | $6.8M | 323,020 | 0.49% | 20q | +4.5%+$295.6K |
| THOR TRADING ADVISORS, LLC | $6.2M | 294,537 | 1.95% | new | NEW |
| HFG Wealth Management, LLC | $5.1M | 240,859 | 5.10% | 12q | -42.2%-$3.7M |
| Thrive Capital Management, LLC | $4.9M | 230,760 | 0.92% | 5q | -18.1%-$1.1M |
| Integrated Wealth Concepts LLC | $4.8M | 225,819 | 0.02% | 8q | +102.8%+$2.4M |
| ARQ WEALTH ADVISORS, LLC | $4.4M | 206,520 | 0.54% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $4.3M | 202,438 | 0.05% | new | NEW |
| Sanctuary Advisors, LLC | $3.9M | 183,777 | 0.02% | 9q | +2.4%+$90.0K |
| Insight Advisors, LLC/ PA | $3.5M | 165,895 | 0.62% | 21q | -0.9%-$30.8K |
| Snowden Capital Advisors LLC | $3.3M | 156,008 | 0.08% | 9q | +5.6%+$175.2K |
| 3EDGE Asset Management, LP | $3.2M | 151,527 | 0.14% | 15q | +7.3%+$216.5K |
| RETIREMENT GUYS FORMULA LLC | $3.0M | 142,918 | 1.13% | new | NEW |
| Mission Financial Group, LLC | $3.0M | 141,149 | 2.47% | 3q | +1.6%+$47.6K |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $2.8M | 133,196 | 1.36% | 2q | +19.7%+$461.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $2.5M | 118,222 | 0.05% | 7q | +15.8%+$339.0K |
| Prostatis Group LLC | $2.4M | 114,496 | 0.56% | 13q | +14.3%+$302.0K |
| Asset One Wealth Management LLC | $2.2M | 107,763 | 0.24% | 3q | +18.2%+$344.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 105,094 | 0.00% | 7q | -17.8%-$477.8K |
| HighTower Advisors, LLC | $2.1M | 101,376 | 0.00% | 18q | +38.0%+$588.0K |
| SHP Wealth Management | $2.1M | 100,621 | 0.15% | 3q | +23.1%+$397.9K |
| Bison Wealth, LLC | $2.1M | 98,586 | 0.19% | 4q | +20.0%+$350.2K |
| Delta Investment Management, LLC | $2.0M | 96,364 | 0.33% | 3q | +17.7%+$305.3K |
| Ameritas Advisory Services, LLC | $1.8M | 87,337 | 0.04% | 8q | +129.2%+$1.0M |
| CORRADO ADVISORS, LLC | $1.8M | 86,787 | 0.84% | 21q | +2.2%+$39.3K |
| Rockport Wealth LLC | $1.7M | 81,420 | 0.29% | 2q | +22.0%+$308.7K |
| NewEdge Advisors, LLC | $1.6M | 76,743 | 0.00% | 3q | +706.5%+$1.4M |
| Marion Wealth Management | $1.6M | 76,289 | 0.33% | 11q | +3.4%+$53.0K |
| Mutual Advisors, LLC | $1.5M | 72,221 | 0.03% | 19q | +37.5%+$414.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 71,303 | 0.03% | 5q | -48.3%-$1.4M |
| World Investment Advisors | $1.4M | 61,377 | 0.02% | 3q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.4M | 64,668 | 0.05% | 2q | +20.5%+$231.9K |
| Gladstone Institutional Advisory LLC | $1.3M | 63,849 | 0.04% | 3q | -2.1%-$29.1K |
| MTM Investment Management, LLC | $1.3M | 61,855 | 0.37% | 20q | -1.3%-$16.8K |
| Orion Porfolio Solutions, LLC | $1.2M | 55,606 | 0.01% | 4q | +29.3%+$265.2K |
| SBI Securities Co., Ltd. | $1.2M | 55,267 | 0.03% | 7q | +93.8%+$563.5K |
| Clear Creek Financial Management, LLC | $1.1M | 50,554 | 0.07% | 4q | +25.3%+$215.0K |
| Foundations Investment Advisors, LLC | $997.5K | 47,363 | 0.01% | 12q | -37.3%-$592.4K |
| HARBOUR INVESTMENTS, INC. | $990.2K | 47,020 | 0.01% | 11q | -23.6%-$306.3K |
| D.A. DAVIDSON & CO. | $978.8K | 46,474 | 0.01% | 17q | +2.4%+$22.6K |
| NORTHCAPE WEALTH MANAGEMENT, LLC | $945.8K | 44,908 | 0.25% | 13q | +1.4%+$13.5K |
| Walser Wealth Management Company, A Ltd Liability Co | $928.6K | 44,093 | 0.39% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $907.1K | 43,073 | 0.00% | 2q | +88.7%+$426.5K |
| GREENWOOD CAPITAL ASSOCIATES LLC | $870.4K | 41,328 | 0.09% | 4q | +103.2%+$442.1K |
| FIRST TRUST ADVISORS LP | $853.9K | 40,545 | 0.00% | 4q | +5.5%+$44.7K |
| MAI Capital Management | $783.9K | 37,222 | 0.00% | new | NEW |
| BOS Asset Management, LLC | $752.2K | 35,715 | 0.17% | 15q | -18.3%-$168.6K |
| BENJAMIN EDWARDS INC | $739.4K | 35,116 | 0.01% | 4q | -14.5%-$125.6K |
| Archer Investment Corp | $674.6K | 32,032 | 0.07% | 21q | +107.3%+$349.1K |
| Triumph Capital Management | $674.5K | 32,027 | 0.12% | 3q | +15.8%+$91.8K |
| American Institute for Advanced Investment Management, LLP | $647.6K | 30,750 | 0.37% | new | NEW |
| MML INVESTORS SERVICES, LLC | $632.7K | 30,042 | 0.00% | 4q | +23.6%+$120.8K |
| Kingsview Wealth Management, LLC | $631.8K | 29,999 | 0.01% | 22q | +17.9%+$95.9K |
| OPPENHEIMER & CO INC | $624.7K | 29,665 | 0.01% | 7q | +12.8%+$70.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $622.4K | 29,553 | 0.01% | 3q | -30.4%-$271.7K |
| OLD MISSION CAPITAL LLC | $607.3K | 28,838 | 0.01% | new | NEW |
| Mariner, LLC | $605.6K | 28,757 | 0.00% | 3q | -58.5%-$855.1K |
| Sloy Dahl & Holst, LLC | $605.5K | 28,750 | 0.07% | 16q | HELD |
| Encompass More Asset Management | $602.0K | 28,583 | 0.09% | 3q | +23.5%+$114.6K |
| Independent Wealth Network Inc. | $508.2K | 24,131 | 0.13% | 9q | +0.9%+$4.5K |
| 180 WEALTH ADVISORS, LLC | $480.1K | 22,798 | 0.05% | 4q | +31.7%+$115.7K |
| Arax Advisory Partners | $477.5K | 22,673 | 0.00% | new | NEW |
| Collaborative Wealth Managment Inc. | $471.0K | 22,366 | 0.20% | 3q | +26.3%+$98.1K |
| Brookstone Capital Management | $470.2K | 22,325 | 0.00% | 4q | +21.1%+$82.0K |
| Pine Valley Investments Ltd Liability Co | $470.1K | 22,322 | 0.02% | 8q | HELD |
| Legacy Wealth Managment, LLC/ID | $466.8K | 22,164 | 0.19% | 8q | +20.6%+$79.7K |
| Pinnacle Financial Partners, Inc. | $464.6K | 22,058 | 0.00% | 3q | -46.0%-$396.0K |
| Luken Investment Analytics, LLC | $463.9K | 22,026 | 0.16% | 6q | -97.1%-$15.3M |
| TRANSCEND CAPITAL ADVISORS, LLC | $452.8K | 21,500 | 0.03% | new | NEW |
| Hamilton Wealth, LLC | $450.2K | 21,376 | 0.08% | 15q | -68.1%-$962.1K |
| Prime Capital Investment Advisors, LLC | $449.5K | 21,343 | 0.00% | 9q | -22.8%-$132.8K |
| Cherry Creek Investment Advisors, Inc. | $447.3K | 21,237 | 0.18% | 17q | -14.4%-$75.3K |
| Private Advisor Group, LLC | $438.0K | 20,795 | 0.00% | 3q | -49.5%-$429.7K |
| Prospera Financial Services Inc | $401.8K | 19,074 | 0.01% | 3q | -29.3%-$166.6K |
| Novak & Powell Financial Services, Inc. | $391.7K | 18,600 | 0.18% | 4q | +1.1%+$4.2K |
| Envestnet Portfolio Solutions, Inc. | $381.1K | 18,095 | 0.00% | 3q | -4.8%-$19.1K |
| RiverTree Advisors, LLC | $379.0K | 17,995 | 0.22% | 7q | -84.0%-$2.0M |
| &PARTNERS | $378.3K | 17,961 | 0.00% | 3q | -0.7%-$2.8K |
| Cambridge Advisors Inc. | $377.3K | 17,914 | 0.06% | 11q | +3.3%+$11.9K |
| Capital Investment Advisory Services, LLC | $372.9K | 17,707 | 0.02% | 13q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $362.2K | 17,200 | 0.01% | 2q | -31.7%-$168.5K |
| Arkadios Wealth Advisors | $360.2K | 17,102 | 0.01% | 8q | -7.6%-$29.6K |
| MGO ONE SEVEN LLC | $356.3K | 16,918 | 0.01% | 5q | +45.7%+$111.7K |
| Global Assets Advisory, LLC | $305.4K | 14,689 | 0.07% | new | NEW |
| Exit Wealth Advisors, LLC. | $304.1K | 14,438 | 0.14% | 4q | -16.8%-$61.6K |
| Intrua Financial, LLC | $303.5K | 14,410 | 0.03% | 3q | +7.5%+$21.1K |
| Horizon Advisory Services, Inc. | $278.9K | 13,241 | 0.12% | 10q | +4.6%+$12.3K |
| IFG Advisory, LLC | $276.7K | 13,138 | 0.01% | new | NEW |
| Advisory Services Network, LLC | $272.6K | 12,945 | 0.00% | 6q | +5.4%+$14.0K |
| Manhattan West Asset Management, LLC | $272.5K | 12,937 | 0.05% | new | NEW |
| OneDigital Investment Advisors LLC | $270.0K | 12,821 | 0.00% | 15q | +17.6%+$40.4K |
| Stirlingshire Investments, Inc. | $268.1K | 12,731 | 0.20% | new | NEW |
Showing the largest 100 of 146 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 142 | $321.8M | 15,275,760 | 31 | 64 | 35 | 0.0% |
| Q1 2026 | 125 | $376.2M | 14,718,722 | 21 | 61 | 36 | 0.0% |
| Q4 2025 | 113 | $298.3M | 11,904,425 | 21 | 58 | 19 | 0.0% |
| Q3 2025 | 91 | $228.9M | 9,601,534 | 24 | 34 | 19 | 0.0% |
| Q2 2025 | 71 | $162.7M | 7,512,544 | 9 | 36 | 14 | 0.0% |
| Q1 2025 | 63 | $110.2M | 5,272,869 | 4 | 33 | 13 | 0.0% |
| Q4 2024 | 63 | $88.0M | 4,579,736 | 11 | 20 | 18 | 0.0% |
| Q3 2024 | 55 | $79.3M | 3,712,428 | 8 | 24 | 11 | 0.0% |
| Q2 2024 | 48 | $66.8M | 3,333,068 | 9 | 15 | 8 | 0.0% |
| Q1 2024 | 39 | $56.3M | 2,857,517 | 4 | 17 | 9 | 0.0% |
| Q4 2023 | 39 | $53.4M | 2,781,677 | 9 | 13 | 12 | 0.0% |
| Q3 2023 | 32 | $38.2M | 2,106,970 | 5 | 11 | 8 | 0.0% |
| Q2 2023 | 31 | $38.8M | 2,028,010 | 8 | 11 | 8 | 0.0% |
| Q1 2023 | 27 | $35.2M | 1,779,307 | 6 | 9 | 5 | 0.0% |
| Q4 2022 | 21 | $23.5M | 1,234,468 | 4 | 7 | 6 | 0.0% |
| Q3 2022 | 23 | $21.1M | 1,159,094 | 3 | 7 | 8 | 0.0% |
| Q2 2022 | 21 | $22.2M | 1,122,205 | 5 | 7 | 7 | 0.0% |
| Q1 2022 | 16 | $20.6M | 967,824 | 2 | 10 | 1 | 0.0% |
| Q4 2021 | 15 | $19.0M | 901,551 | 3 | 6 | 3 | 0.0% |
| Q3 2021 | 12 | $14.0M | 703,706 | 4 | 5 | 3 | 0.0% |
| Q2 2021 | 10 | $10.0M | 496,027 | 6 | 3 | 1 | 0.0% |
| Q1 2021 | 4 | $2.6M | 133,331 | 4 | 0 | 0 | 0.0% |
| Q2 2019 | 9 | $852.1K | 2,747,741 | 3 | 2 | 2 | 0.0% |
| Q1 2019 | 7 | $1.9M | 3,445,017 | 3 | 3 | 0 | 0.0% |
| Q4 2018 | 5 | $1.0M | 628,695 | 0 | 1 | 0 | 0.0% |