Newbridge Financial Services Group, Inc. IGLD β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Newbridge Financial Services Group, Inc.  Β·  1 quarter on record

AI Ownership Summary

Newbridge Financial Services Group, Inc. reported FIRST TR EXCHANGE-TRADED FD (IGLD) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows IGLD at 0.10% 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.

What this IGLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Newbridge Financial Services Group, Inc.'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 Q3

IGLD was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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 Newbridge Financial Services Group, Inc. held IGLD β€” position size vs. price
% of Fund (quarterly)    IGLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 27,882 β€” β€” 0.10% $667K 2025-11-13 $22.87

FAQ About Newbridge Financial Services Group, Inc. and IGLD

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

How long has Newbridge Financial Services Group, Inc. reported owning IGLD?

Newbridge Financial Services Group, Inc. reported IGLD across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported IGLD position in Newbridge Financial Services Group, Inc.'s portfolio?

The largest reported portfolio weight for IGLD was 0.10% in 2025 Q3.

What is the latest reported IGLD position on this page?

The most recent filing on this page is 2025 Q3, when Newbridge Financial Services Group, Inc. reported 27,882 shares, equal to 0.10% of portfolio, with an estimated market value of $667K.

What does the chart on this IGLD ownership page compare?

The chart compares Newbridge Financial Services Group, Inc.'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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