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

$17.06 +0.18 (+1.07%)
As of 04:10 PM Eastern
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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)
21
Total
Institutional Inflows
(last 12 months)
$8.87M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$20.42M
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BGLD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers137,825$2.36M0.0%+39.9%3.995%
5/5/2026 Sigma Planning Corp45,608$782K0.0%-2.8%1.322%
5/2/2026 Arlington Capital Management Inc.161,794$2.77M1.6%+19.4%4.690%
4/27/2026 BIP Wealth LLC16,139$277K0.0%-22.6%0.468%
4/21/2026 Sequent Planning LLC146,781$2.52M0.6%-7.7%4.255%
2/18/2026 NewEdge Advisors LLC6,597$113K0.0%N/A0.191%
2/17/2026 Cetera Investment Advisers98,528$1.69M0.0%+58.3%2.856%
2/17/2026 Kovack Advisors Inc.13,992$239K0.0%N/A0.406%
2/17/2026 GeoWealth Management LLC4,553$78K0.0%-75.9%0.132%
2/17/2026 Osaic Holdings Inc.399,605$6.84M0.0%-4.1%11.583%
2/17/2026 Advisory Services Network LLC79,318$1.36M0.0%+5.8%2.299%
2/16/2026 MML Investors Services LLC72,507$1.24M0.0%+73.7%2.102%
2/13/2026 Kestra Advisory Services LLC8,228$141K0.0%N/A0.238%
2/12/2026 Commonwealth Equity Services LLC30,485$522K0.0%+26.8%0.884%
2/12/2026 Compass Capital Corp MA ADV12,971$236K0.1%N/A0.376%
2/12/2026 Kovack Advisors Inc.13,992$241K0.0%N/A0.406%
2/9/2026 Harbour Investments Inc.20,569$352K0.0%+27.4%0.596%
2/6/2026 Csenge Advisory Group10,772$184K0.0%+7.4%0.312%
2/5/2026 Sequent Planning LLC159,094$2.72M0.7%+0.6%4.611%
1/30/2026 Secured Retirement Advisors LLC28,629$490K0.3%-11.6%0.830%
1/23/2026 Split Rock Private Trading & Wealth Management LLC43,323$741K0.6%N/A1.256%
1/23/2026 Visionary Horizons LLC24,053$412K0.2%N/A0.697%
1/21/2026 Capital Investment Advisory Services LLC30,564$523K0.0%N/A0.886%
1/21/2026 BIP Wealth LLC20,853$357K0.0%N/A0.604%
1/6/2026 Arlington Capital Management Inc.135,494$2.32M1.4%+40.4%3.927%
1/5/2026 Park Avenue Securities LLC26,350$451K0.0%+15.8%0.764%
11/18/2025 Advisory Services Network LLC74,936$1.79M0.0%+0.7%2.172%
11/17/2025 Susquehanna International Group LLP19,153$456K0.0%-37.5%0.555%
11/17/2025 Flow Traders U.S. LLC26,646$635K0.0%+21.1%0.772%
11/14/2025 Arlington Capital Management Inc.96,500$2.30M1.5%-33.9%2.797%
11/13/2025 GeoWealth Management LLC18,930$451K0.0%N/A0.549%
11/13/2025 Sequent Planning LLC158,116$3.77M1.1%-82.6%4.583%
11/12/2025 Park Square Financial Group LLC1,890$45K0.2%-21.2%0.055%
11/5/2025 Envestnet Asset Management Inc.148,645$3.54M0.0%-1.6%4.309%
10/23/2025 Park Avenue Securities LLC22,752$542K0.0%N/A0.659%
10/21/2025 Synergy Asset Management LLC14,134$337K0.0%N/A0.410%
10/15/2025 Secured Retirement Advisors LLC32,392$772K0.4%-8.7%0.939%
9/4/2025 Osaic Holdings Inc.419,682$9.01M0.0%+14.7%12.165%
8/19/2025 Advisory Services Network LLC74,451$1.59M0.0%+11.5%2.158%
8/15/2025 MML Investors Services LLC28,281$607K0.0%+42.3%0.820%
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8/14/2025 Jane Street Group LLC18,473$397K0.0%-44.2%0.535%
8/13/2025 Flow Traders U.S. LLC22,004$472K0.0%N/A0.638%
8/13/2025 Maia Wealth LLC355,219$7.63M1.5%-7.3%10.296%
8/8/2025 Cetera Investment Advisers52,746$1.13M0.0%-5.0%1.529%
8/5/2025 Sigma Planning Corp50,070$1.08M0.0%-5.1%1.451%
8/1/2025 Envestnet Asset Management Inc.151,137$3.25M0.0%+8.4%4.381%
7/30/2025 Strategic Blueprint LLC20,142$432K0.0%+44.5%0.584%
7/21/2025 Ameritas Advisory Services LLC3,634$78K0.0%N/A0.105%
7/16/2025 Arlington Capital Management Inc.145,896$3.13M2.7%-18.5%4.229%
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%
10/17/2024AlphaMark Advisors LLC3,475$78K0.0%+35.0%0.302%
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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%


BGLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 institutional investors and hedge funds held shares of FT Vest Gold Strategy Quarterly Buffer ETF. The most heavily invested institutionals were Maia Wealth LLC ($7.63M), Osaic Holdings Inc. ($6.84M), SMART Wealth LLC ($4.06M), Envestnet Asset Management Inc. ($3.54M), Altfest L J & Co. Inc. ($2.88M), Arlington Capital Management Inc. ($2.77M), and Cambridge Investment Research Advisors Inc. ($2.75M).Learn more on FT Vest Gold Strategy Quarterly Buffer ETF's institutional investors.

Of the 35 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 ($886.00K), Maia Wealth LLC ($399.86K), Arlington Capital Management Inc. ($156.51K), Altfest L J & Co. Inc. ($137.16K), Envestnet Asset Management Inc. ($91.43K), Cetera Investment Advisers ($87.61K), and Jane Street Group LLC ($73.31K).

Institutional investors have bought a total of 481,472 shares in the last 24 months. This purchase volume represents approximately $8.87M in transactions.

Of the 10 institutional investors that sold FT Vest Gold Strategy Quarterly Buffer ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sequent Planning LLC ($764.04K), Arlington Capital Management Inc. ($49.40K), Osaic Holdings Inc. ($16.93K), GeoWealth Management LLC ($14.38K), Susquehanna International Group LLP ($11.49K), Secured Retirement Advisors LLC ($6.85K), and BIP Wealth LLC ($4.71K).

Institutional investors have sold a total of 872,114 shares in the last 24 months. This volume of shares sold represents approximately $20.42M in transactions.


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Institutional ownership data for BATS:BGLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/13/2026. New 13F filings are added each quarter as they're published.
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