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FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for FT Vest Gold Strategy Quarterly Buffer ETF (BATS:BGLD)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$30.70M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.23M
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BGLD Institutional Buying and Selling by Quarter

FT Vest Gold Strategy Quarterly Buffer ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Sigma Planning Corp52,757$1.11M0.0%+82.3%1.529%
5/1/2025Secured Retirement Advisors LLC35,082$737K0.5%+8.8%1.017%
5/1/2025Park Square Financial Group LLC2,454$52K0.0%-19.4%0.071%
4/29/2025 Envestnet Asset Management Inc.139,373$2.93M0.0%+123.3%4.040%
4/29/2025 Strategic Blueprint LLC13,939$293K0.0%+29.7%0.404%
4/22/2025 Cambridge Investment Research Advisors Inc.130,802$2.75M0.0%-1.7%3.791%
4/22/2025 Synergy Asset Management LLC10,170$214K0.0%+162.9%0.295%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,490$220K0.0%N/A0.309%
2/28/2025Park Square Financial Group LLC3,044$56K0.0%N/A0.119%
2/17/2025Cetera Investment Advisers48,315$887K0.0%+11.0%4.201%
2/14/2025Integrated Wealth Concepts LLC15,316$281K0.0%+6.9%1.332%
2/13/2025Advisory Services Network LLC38,137$700K0.0%+52.4%3.316%
2/13/2025 Envestnet Asset Management Inc.62,416$1.15M0.0%+4.5%5.427%
2/12/2025Arlington Capital Management Inc.100,634$1.85M1.3%-2.3%8.751%
2/11/2025Sequent Planning LLC885,024$16.24M6.0%N/A76.959%
2/10/2025 Axxcess Wealth Management LLC13,341$245K0.0%N/A1.160%
2/10/2025Harbour Investments Inc.10,460$192K0.0%+96.1%0.910%
2/5/2025Maia Wealth LLC399,863$7.34M1.6%+63.2%34.771%
2/3/2025Sigma Planning Corp28,938$531K0.0%+41.5%2.516%
1/30/2025Secured Retirement Advisors LLC32,232$592K0.3%+8.4%2.803%
1/28/2025 SMART Wealth LLC221,264$4.06M1.4%-12.4%19.240%
1/23/2025 Capital Investment Advisory Services LLC25,675$471K0.0%-3.7%2.233%
1/23/2025 Synergy Asset Management LLC3,868$71K0.0%N/A0.336%
1/23/2025 Strategic Blueprint LLC10,744$197K0.0%N/A0.934%
1/22/2025 Capital Asset Advisory Services LLC13,341$246K0.0%N/A1.160%
12/16/2024 SMART Wealth LLC252,542$5.70M2.2%-26.5%21.960%
11/15/2024Jane Street Group LLC40,199$907K0.0%N/A3.496%
11/15/2024Integrated Wealth Concepts LLC14,325$323K0.0%N/A1.246%
11/4/2024Sigma Planning Corp20,447$461K0.0%N/A1.778%
10/30/2024Maia Wealth LLC244,945$5.53M1.3%N/A21.300%
10/30/2024Arlington Capital Management Inc.103,042$2.33M1.9%+14.1%8.960%
10/17/2024AlphaMark Advisors LLC3,475$78K0.0%+35.0%0.302%
7/17/2024AlphaMark Advisors LLC2,575$52K0.0%N/A0.224%
7/10/2024Csenge Advisory Group12,378$252K0.0%-63.6%1.076%
5/24/2024Cetera Advisors LLC24,815$489K0.0%+8.4%2.158%
5/4/2024Csenge Advisory Group34,017$670K0.0%-4.9%2.958%
4/22/2024Altfest L J & Co. Inc.141,390$2.79M0.4%+0.9%12.295%
2/16/2024Secured Retirement Advisors LLC19,820$373K0.4%N/A2.202%
2/7/2024Arlington Capital Management Inc.80,093$1.51M1.4%+20.3%8.899%
1/18/2024Altfest L J & Co. Inc.140,074$2.64M0.4%+10.5%15.564%
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1/16/20243EDGE Asset Management LP84,562$1.59M0.1%N/A9.396%
10/26/2023Altfest L J & Co. Inc.126,754$2.41M0.4%N/A14.084%
10/25/2023Arlington Capital Management Inc.66,563$1.27M1.3%-35.3%7.396%
10/11/2023AE Wealth Management LLC19,903$379K0.0%-83.6%2.211%
8/24/2023Arlington Capital Management Inc.102,811$2.01M1.7%+57.8%11.423%
8/10/2023Cetera Advisors LLC32,624$639K0.0%N/A3.625%
8/10/2023Cetera Advisor Networks LLC21,423$420K0.0%+62.9%2.380%
8/10/2023Cetera Investment Advisers14,774$289K0.0%-4.7%1.642%
7/28/2023 Capital Investment Advisory Services LLC27,276$534K0.1%-2.8%3.897%
7/20/2023Csenge Advisory Group37,351$732K0.0%+40.6%5.336%
7/10/2023AE Wealth Management LLC121,366$2.38M0.0%+11.2%17.338%
5/11/2023 Jaffetilchin Investment Partners LLC20,835$405K0.0%N/A2.976%
5/1/2023Csenge Advisory Group26,570$517K0.0%+4.7%3.543%
4/21/2023 Capital Investment Advisory Services LLC28,070$546K0.1%-2.1%3.743%
4/14/2023AE Wealth Management LLC109,135$2.12M0.0%+4.6%14.551%
2/7/2023Commonwealth Equity Services LLC222,098$4.08M0.0%-3.0%0.000%
2/7/2023 Envestnet Asset Management Inc.13,046$240K0.0%-4.3%0.000%
1/31/2023AE Wealth Management LLC104,381$1.92M0.0%+62.3%0.000%
11/15/2022Commonwealth Equity Services LLC229,030$3.95M0.0%+1,229.4%0.000%
10/25/2022AE Wealth Management LLC64,322$1.11M0.0%+324.5%0.000%
8/5/2022Archer Investment Corp7,144$131K0.1%+36.0%0.000%
8/3/2022AE Wealth Management LLC15,154$278K0.0%N/A0.000%
7/22/2022 Capital Investment Advisory Services LLC29,419$540K0.1%-19.9%0.000%
7/20/2022 Cherry Creek Investment Advisors Inc.13,376$246K0.2%N/A0.000%
7/19/2022Commonwealth Equity Services LLC17,228$316K0.0%N/A0.000%
2/3/2022Advisor Group Holdings Inc.8,835$167K0.0%-40.0%0.000%
2/1/2022 Capital Investment Advisory Services LLC37,137$702K0.1%-2.6%0.000%
1/31/2022Commonwealth Equity Services LLC151,883$2.87M0.0%N/A0.000%
11/24/2021 Patriot Financial Group Insurance Agency LLC3,005$56K0.0%-97.7%0.000%
11/5/2021Advisor Group Holdings Inc.14,731$276K0.0%-12.0%0.000%
10/28/2021 Capital Investment Advisory Services LLC38,128$714K0.1%N/A0.000%
10/20/2021Csenge Advisory Group34,374$644K0.1%N/A0.000%
8/11/2021Susquehanna International Group LLP39,870$771K0.0%N/A0.000%
8/5/2021Archer Investment Corp5,254$102K0.0%-75.6%0.000%
8/2/2021Advisor Group Holdings Inc.16,744$324K0.0%+766.7%0.000%
8/1/2021 Patriot Financial Group Insurance Agency LLC128,598$2.49M0.5%N/A0.000%
(Data available from 1/1/2016 forward)

BGLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BGLD shares?

During the previous two years, 28 institutional investors and hedge funds held shares of FT Vest Gold Strategy Quarterly Buffer ETF. The most heavily invested institutionals were Sequent Planning LLC ($16.24M), Maia Wealth LLC ($7.34M), SMART Wealth LLC ($4.06M), Envestnet Asset Management Inc. ($2.93M), Altfest L J & Co. Inc. ($2.79M), Cambridge Investment Research Advisors Inc. ($2.75M), and Arlington Capital Management Inc. ($1.85M).Learn more on BGLD's institutional investors.

Which institutional investors have been buying FT Vest Gold Strategy Quarterly Buffer ETF stock?

Of the 25 institutional investors that purchased FT Vest Gold Strategy Quarterly Buffer ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sequent Planning LLC ($885.02K), Maia Wealth LLC ($399.86K), Altfest L J & Co. Inc. ($141.39K), 3EDGE Asset Management LP ($84.56K), Envestnet Asset Management Inc. ($79.67K), Arlington Capital Management Inc. ($63.91K), and Sigma Planning Corp ($52.76K).

How much institutional buying is happening at FT Vest Gold Strategy Quarterly Buffer ETF?

Institutional investors have bought a total of 1,965,354 shares in the last 24 months. This purchase volume represents approximately $38.00M in transactions.

Which FT Vest Gold Strategy Quarterly Buffer ETF major shareholders have been selling company stock?

The following institutional investors have sold FT Vest Gold Strategy Quarterly Buffer ETF stock in the last 24 months: SMART Wealth LLC ($122.31K), AE Wealth Management LLC ($101.46K), Arlington Capital Management Inc. ($38.66K), Csenge Advisory Group ($23.40K), Cambridge Investment Research Advisors Inc. ($2.23K), Capital Investment Advisory Services LLC ($1.79K), and Cetera Investment Advisers ($728.00).

How much institutional selling is happening at FT Vest Gold Strategy Quarterly Buffer ETF?

Institutional investors have sold a total of 291,161 shares in the last 24 months. This volume of shares sold represents approximately $5.88M in transactions.



This page (BATS:BGLD) was last updated on 5/2/2025 by MarketBeat.com Staff
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