IGLD FIRST TR EXCHANGE-TRADED FD

Ownership history in Insight Advisors, LLC/ PA  ·  19 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported FIRST TR EXCHANGE-TRADED FD (IGLD) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.73% in 2023 Q4. The latest visible filing shows IGLD at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IGLD was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Insight Advisors, LLC/ PA held IGLD — position size vs. price
% of Fund (quarterly)    IGLD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 162,555 +14,354 +9.7% 0.62% $4.1M 2026-02-14 (Est.) $26.97
2025 Q3 ADDED 148,201 +6,545 +4.6% 0.54% $3.5M 2025-11-10 $22.65
2025 Q2 ADDED 141,656 +941 +0.7% 0.49% $3.1M 2025-07-30 $19.04
2025 Q1 ADDED 140,715 +3,341 +2.4% 0.51% $3.0M 2025-04-11 $18.61
2024 Q4 REDUCED 137,374 -6,448 -4.5% 0.44% $2.6M 2025-01-27 $16.49
2024 Q3 ADDED 143,822 +7,783 +5.7% 0.53% $3.1M 2024-10-15 $16.23
2024 Q2 ADDED 136,039 +520 +0.4% 0.49% $2.7M 2024-07-15 $15.05
2024 Q1 REDUCED 135,519 -45,159 -25.0% 0.51% $2.7M 2024-05-06 $14.47
2023 Q4 ADDED 180,678 +19,881 +12.4% 0.73% $3.5M 2024-01-23 $13.28
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Insight Advisors, LLC/ PA and IGLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Advisors, LLC/ PA reported owning IGLD?

Insight Advisors, LLC/ PA reported IGLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IGLD position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for IGLD was 0.73% in 2023 Q4.

What is the latest reported IGLD position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 162,555 shares, equal to 0.62% of portfolio, with an estimated market value of $4.1M.

What does the chart on this IGLD ownership page compare?

The chart compares Insight Advisors, LLC/ PA's quarterly IGLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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