Free Trial
→ The $7 company helping Nvidia build the world’s first trillion-dollar robot … (From Weiss Ratings) (Ad) Free BGLD Stock Alerts

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

$21.57 +0.21 (+0.98%)
As of 07/3/2025 01:43 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$36.36M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.60M
Get BGLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling FT Vest Gold Strategy Quarterly Buffer ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BGLD Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025Jane Street Group LLC33,107$696K0.0%N/A1.104%
5/16/2025Integrated Wealth Concepts LLC15,807$332K0.0%+3.2%0.527%
5/12/2025Maia Wealth LLC383,282$8.10M1.8%-4.1%11.110%
5/9/2025Altfest L J & Co. Inc.137,158$2.88M0.4%N/A3.976%
5/8/2025Harbour Investments Inc.15,045$316K0.0%+43.8%0.436%
5/6/2025Cetera Investment Advisers55,533$1.17M0.0%+14.9%1.610%
5/6/2025Arlington Capital Management Inc.179,103$3.76M2.9%+78.0%5.191%
5/6/2025AE Wealth Management LLC5,125$108K0.0%-32.8%0.149%
5/5/2025Csenge Advisory Group10,398$221K0.0%N/A0.301%
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%
4/29/2025Envestnet Asset Management Inc.139,373$2.93M0.0%+123.3%4.040%
4/29/2025Strategic Blueprint LLC13,939$293K0.0%+29.7%0.404%
4/22/2025Cambridge Investment Research Advisors Inc.130,802$2.75M0.0%-1.7%3.791%
4/22/2025Synergy Asset Management LLC10,170$214K0.0%+162.9%0.295%
4/21/2025Bay 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%
2/13/2025Envestnet 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%
2/10/2025Axxcess 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%
1/28/2025SMART Wealth LLC221,264$4.06M1.4%-12.4%19.240%
1/23/2025Capital Investment Advisory Services LLC25,675$471K0.0%-3.7%2.233%
1/23/2025Synergy Asset Management LLC3,868$71K0.0%N/A0.336%
1/23/2025Strategic Blueprint LLC10,744$197K0.0%N/A0.934%
1/22/2025Capital Asset Advisory Services LLC13,341$246K0.0%N/A1.160%
12/16/2024SMART 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%
Post-Halving = Profit Season (Here’s How to Win It) (Ad)

It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how to trade it, this phase brings the most potential. We’re now in that window. A free workshop outlines how a proven system is targeting daily wins, passive income, and explosive upside through curated altcoin picks. Whether you're new to crypto or looking to catch the next move with confidence, this is your roadmap. And just for showing up, you’ll receive $10 in real Bitcoin. Don’t miss it.

The Most Profitable Phase of Crypto Just Started - PLUS Claim your $10 in Bitcoin
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%
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%
7/28/2023Capital 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%
5/11/2023Jaffetilchin Investment Partners LLC20,835$405K0.0%N/A2.976%
5/1/2023Csenge Advisory Group26,570$517K0.0%+4.7%3.543%
4/21/2023Capital 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%
2/7/2023Envestnet 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%
7/22/2022Capital Investment Advisory Services LLC29,419$540K0.1%-19.9%0.000%
7/20/2022Cherry 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%
2/1/2022Capital Investment Advisory Services LLC37,137$702K0.1%-2.6%0.000%
1/31/2022Commonwealth Equity Services LLC151,883$2.87M0.0%N/A0.000%
11/24/2021Patriot 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%
10/28/2021Capital 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%
8/1/2021Patriot 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, 27 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 ($8.10M), SMART Wealth LLC ($4.06M), Arlington Capital Management Inc. ($3.76M), Envestnet Asset Management Inc. ($2.93M), Altfest L J & Co. Inc. ($2.88M), and Cambridge Investment Research Advisors Inc. ($2.75M).Learn more on FT Vest Gold Strategy Quarterly Buffer ETF's institutional investors.

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

Of the 24 institutional investors that purchased FT Vest Gold Strategy Quarterly Buffer ETF's 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. ($278.55K), Arlington Capital Management Inc. ($142.38K), 3EDGE Asset Management LP ($84.56K), Envestnet Asset Management Inc. ($79.67K), and Jane Street Group LLC ($73.31K).

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

Institutional investors have bought a total of 1,853,174 shares in the last 24 months. This purchase volume represents approximately $36.36M in transactions.

Which of FT Vest Gold Strategy Quarterly Buffer ETF's 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), Csenge Advisory Group ($21.64K), Maia Wealth LLC ($16.58K), AE Wealth Management LLC ($2.50K), Arlington Capital Management Inc. ($2.41K), Cambridge Investment Research Advisors Inc. ($2.23K), and Capital Investment Advisory Services LLC ($994.00).

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

Institutional investors have sold a total of 169,253 shares in the last 24 months. This volume of shares sold represents approximately $3.60M in transactions.


Related Companies

This page (BATS:BGLD) was last updated on 7/4/2025 by MarketBeat.com Staff
From Our Partners
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Post-Halving = Profit Season (Here’s How to Win It)
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
379 passengers walked away from this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored
Special gold investment soars 2,300% ... 5,090% ... 9,850%
In my 54 years as an investor, I’ve seen my share of gold bull markets. But nothing comes close to the rall...
Weiss Ratings | Sponsored
Top Picks for Trump’s Pro-Crypto America
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored