First Trust Exchange-Traded Fund (IGLD)

Management Company · BATS · Series S000070087 · View on SEC EDGAR ↗

Holdings data is not available for this fund yet.

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Fund flows (SEC-reported)

Last month (Mar 2026)
-$3.3M
Quarter ending Mar 2026
+$121.7M
Trailing 12 months
+$350.0M

Apr 2025 – Mar 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 9 holdings

NameCUSIP Value % Balance Category Country
United States Treasury Bills 912797SU2 $733.7M 129.42 751,377,100 DBT US
CBOE GLOBAL MARKETS, INC. $10.1M 1.78 11,216 DE US
Dreyfus Government Cash Management Funds 262006208 $1.4M 0.25 1,433,930 STIV US
CBOE GLOBAL MARKETS, INC. $1.3M 0.24 1,498 DE US
CBOE GLOBAL MARKETS, INC. $192K 0.03 214 DE US
CBOE GLOBAL MARKETS, INC. -$2.7M -0.47 -184 DE US
CBOE GLOBAL MARKETS, INC. -$3.4M -0.61 -1,989 DE US
CBOE GLOBAL MARKETS, INC. -$22.1M -3.90 -1,516 DE US
CBOE GLOBAL MARKETS, INC. -$163.7M -28.88 -11,228 DE US

Institutional owners (13F) 154 filers

Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
LPL Financial LLC $63,406,471 19.56% 3,010,754 Shares June 30, 2026
ENVESTNET ASSET MANAGEMENT INC $28,257,797 8.72% 1,341,776 Shares June 30, 2026
TRUIST FINANCIAL CORP $26,183,433 8.08% 1,243,278 Shares June 30, 2026
Kestra Advisory Services, LLC $16,368,860 5.05% 777,249 Shares June 30, 2026
Cetera Investment Advisers $15,162,697 4.68% 719,977 Shares June 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC $12,785,436 3.94% 607,096 Shares June 30, 2026
Hilton Capital Management, LLC $12,698,824 3.92% 602,983 Shares June 30, 2026
OSAIC HOLDINGS, INC. $7,257,449 2.24% 344,584 Shares June 30, 2026
Cavalier Investments, LLC $6,816,174 2.10% 323,655 Shares June 30, 2026
XML Financial, LLC $6,802,799 2.10% 323,020 Shares June 30, 2026
THOR TRADING ADVISORS, LLC $6,202,949 1.91% 294,537 Shares June 30, 2026
HFG Wealth Management, LLC $5,072,497 1.56% 240,859 Shares June 30, 2026
Thrive Capital Management, LLC $4,859,795 1.50% 230,760 Shares June 30, 2026
Integrated Wealth Concepts LLC $4,755,743 1.47% 225,819 Shares June 30, 2026
ARQ WEALTH ADVISORS, LLC $4,369,964 1.35% 206,520 Shares June 30, 2026
PRINCIPAL SECURITIES, INC. $4,263,344 1.32% 202,438 Shares June 30, 2026
Sanctuary Advisors, LLC $3,870,334 1.19% 183,777 Shares June 30, 2026
Insight Advisors, LLC/ PA $3,493,728 1.08% 165,895 Shares June 30, 2026
Snowden Capital Advisors LLC $3,285,521 1.01% 156,008 Shares June 30, 2026
3EDGE Asset Management, LP $3,191,159 0.98% 151,527 Shares June 30, 2026
RETIREMENT GUYS FORMULA LLC $3,009,850 0.93% 142,918 Shares June 30, 2026
Mission Financial Group, LLC $2,972,600 0.92% 141,149 Shares June 30, 2026
H D Vest Advisory Services $2,811,117 0.87% 129,485 Shares June 30, 2025
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. $2,805,115 0.87% 133,196 Shares June 30, 2026
CARY STREET PARTNERS FINANCIAL LLC $2,489,034 0.77% 118,188 Shares June 30, 2026
Prostatis Group LLC $2,411,290 0.74% 114,496 Shares June 30, 2026
Asset One Wealth Management LLC $2,240,393 0.69% 107,763 Shares June 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,209,084 0.68% 105,094 Shares June 30, 2026
HighTower Advisors, LLC $2,134,984 0.66% 101,376 Shares June 30, 2026
SHP Wealth Management $2,119,073 0.65% 100,621 Shares June 30, 2026
Bison Wealth, LLC $2,097,920 0.65% 98,586 Shares June 30, 2026
Delta Investment Management, LLC $2,029,416 0.63% 96,364 Shares June 30, 2026
Ameritas Advisory Services, LLC $1,839,321 0.57% 87,337 Shares June 30, 2026
CORRADO ADVISORS, LLC $1,827,732 0.56% 86,787 Shares June 30, 2026
Rockport Wealth LLC $1,714,695 0.53% 81,420 Shares June 30, 2026
NewEdge Advisors, LLC $1,616,209 0.50% 76,743 Shares June 30, 2026
Marion Wealth Management $1,606,643 0.50% 76,289 Shares June 30, 2026
Mutual Advisors, LLC $1,520,971 0.47% 72,221 Shares June 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC $1,501,639 0.46% 71,303 Shares June 30, 2026
World Investment Advisors $1,418,954 0.44% 61,377 Shares June 30, 2026
KINGSWOOD WEALTH ADVISORS, LLC $1,361,909 0.42% 64,668 Shares June 30, 2026
Gladstone Institutional Advisory LLC $1,344,656 0.41% 63,849 Shares June 30, 2026
MTM Investment Management, LLC $1,302,666 0.40% 61,855 Shares June 30, 2026
Orion Porfolio Solutions, LLC $1,171,055 0.36% 55,606 Shares June 30, 2026
SBI Securities Co., Ltd. $1,163,923 0.36% 55,267 Shares June 30, 2026
Clear Creek Financial Management, LLC $1,064,667 0.33% 50,554 Shares June 30, 2026
Foundations Investment Advisors, LLC $997,469 0.31% 47,363 Shares June 30, 2026
HARBOUR INVESTMENTS, INC. $990,241 0.31% 47,020 Shares June 30, 2026
D.A. DAVIDSON & CO. $978,753 0.30% 46,474 Shares June 30, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC $945,759 0.29% 44,908 Shares June 30, 2026
Walser Wealth Management Company, A Ltd Liability Co $928,590 0.29% 44,093 Shares June 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP $907,117 0.28% 43,073 Shares June 30, 2026
GREENWOOD CAPITAL ASSOCIATES LLC $870,368 0.27% 41,328 Shares June 30, 2026
FIRST TRUST ADVISORS LP $853,877 0.26% 40,545 Shares June 30, 2026
Bullseye Investment Management, LLC $811,282 0.25% 38,688 Shares Sept. 30, 2025
MAI Capital Management $783,896 0.24% 37,222 Shares June 30, 2026
BOS Asset Management, LLC $752,160 0.23% 35,715 Shares June 30, 2026
Triumph Capital Management $674,489 0.21% 32,027 Shares June 30, 2026
Kingsview Wealth Management, LLC $649,636 0.20% 25,446 Shares March 31, 2026
American Institute for Advanced Investment Management, LLP $647,595 0.20% 30,750 Shares June 30, 2026
MML INVESTORS SERVICES, LLC $632,690 0.20% 30,042 Shares June 30, 2026
Kingsview Wealth Management, LLC $631,779 0.19% 29,999 Shares June 30, 2026
OPPENHEIMER & CO INC $624,745 0.19% 29,665 Shares June 30, 2026
GREAT VALLEY ADVISOR GROUP, INC. $622,384 0.19% 29,553 Shares June 30, 2026
OLD MISSION CAPITAL LLC $607,328 0.19% 28,838 Shares June 30, 2026
Mariner, LLC $605,612 0.19% 28,757 Shares June 30, 2026
Sloy Dahl & Holst, LLC $605,475 0.19% 28,750 Shares June 30, 2026
Encompass More Asset Management $601,958 0.19% 28,583 Shares June 30, 2026
Independent Wealth Network Inc. $508,189 0.16% 24,131 Shares June 30, 2026
U.S. Capital Wealth Advisors, LLC $495,624 0.15% 19,413 Shares March 31, 2026
180 WEALTH ADVISORS, LLC $480,126 0.15% 22,798 Shares June 30, 2026
Arax Advisory Partners $477,483 0.15% 22,673 Shares June 30, 2026
Collaborative Wealth Managment Inc. $471,028 0.15% 22,366 Shares June 30, 2026
Brookstone Capital Management $470,162 0.15% 22,325 Shares June 30, 2026
Pine Valley Investments Ltd Liability Co $470,112 0.15% 22,322 Shares June 30, 2026
Legacy Wealth Managment, LLC/ID $466,766 0.14% 22,164 Shares June 30, 2026
SYNOVUS FINANCIAL CORP $466,662 0.14% 19,493 Shares Sept. 30, 2025
Pinnacle Financial Partners, Inc. $464,562 0.14% 22,058 Shares June 30, 2026
Luken Investment Analytics, LLC $463,868 0.14% 22,026 Shares June 30, 2026
TRANSCEND CAPITAL ADVISORS, LLC $452,790 0.14% 21,500 Shares June 30, 2026
Hamilton Wealth, LLC $450,175 0.14% 21,376 Shares June 30, 2026
Prime Capital Investment Advisors, LLC $449,474 0.14% 21,343 Shares June 30, 2026
Cherry Creek Investment Advisors, Inc. $447,260 0.14% 21,237 Shares June 30, 2026
Private Advisor Group, LLC $437,955 0.14% 20,795 Shares June 30, 2026
BENJAMIN EDWARDS INC $413,355 0.13% 19,631 Shares June 30, 2026
Prospera Financial Services Inc $401,832 0.12% 19,074 Shares June 30, 2026
Novak & Powell Financial Services, Inc. $391,716 0.12% 18,600 Shares June 30, 2026
Envestnet Portfolio Solutions, Inc. $381,081 0.12% 18,095 Shares June 30, 2026
RiverTree Advisors, LLC $378,975 0.12% 17,995 Shares June 30, 2026
&PARTNERS $378,254 0.12% 17,961 Shares June 30, 2026
Cambridge Advisors Inc. $377,264 0.12% 17,914 Shares June 30, 2026
Capital Investment Advisory Services, LLC $372,909 0.12% 17,707 Shares June 30, 2026
INSIGNEO ADVISORY SERVICES, LLC $362,232 0.11% 17,200 Shares June 30, 2026
MGO ONE SEVEN LLC $356,283 0.11% 16,918 Shares June 30, 2026
Archer Investment Corp $337,295 0.10% 16,016 Shares June 30, 2026
Global Assets Advisory, LLC $305,384 0.09% 14,689 Shares June 30, 2026
Exit Wealth Advisors, LLC. $304,071 0.09% 14,438 Shares June 30, 2026
Intrua Financial, LLC $303,481 0.09% 14,410 Shares June 30, 2026
Horizon Advisory Services, Inc. $278,855 0.09% 13,241 Shares June 30, 2026
IFG Advisory, LLC $276,677 0.09% 13,138 Shares June 30, 2026

Peer funds

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