Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free BGLD Stock Alerts

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

$16.52 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$10.15M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$22.16M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026Cetera Investment Advisers137,825$2.36M0.0%+39.9%3.995%
5/5/2026Sigma Planning Corp45,608$782K0.0%-2.8%1.322%
5/2/2026Arlington Capital Management Inc.161,794$2.77M1.6%+19.4%4.690%
4/27/2026BIP Wealth LLC16,139$277K0.0%-22.6%0.468%
4/21/2026Sequent Planning LLC146,781$2.52M0.6%-7.7%4.255%
2/18/2026NewEdge Advisors LLC6,597$113K0.0%N/A0.191%
2/17/2026Cetera Investment Advisers98,528$1.69M0.0%+58.3%2.856%
2/17/2026Kovack Advisors Inc.13,992$239K0.0%N/A0.406%
2/17/2026GeoWealth Management LLC4,553$78K0.0%-75.9%0.132%
2/17/2026Osaic Holdings Inc.399,605$6.84M0.0%-4.1%11.583%
2/17/2026Advisory Services Network LLC79,318$1.36M0.0%+5.8%2.299%
2/16/2026MML Investors Services LLC72,507$1.24M0.0%+73.7%2.102%
2/13/2026Kestra Advisory Services LLC8,228$141K0.0%N/A0.238%
2/12/2026Commonwealth Equity Services LLC30,485$522K0.0%+26.8%0.884%
2/12/2026Compass Capital Corp MA ADV12,971$236K0.1%N/A0.376%
2/12/2026Kovack Advisors Inc.13,992$241K0.0%N/A0.406%
2/9/2026Harbour Investments Inc.20,569$352K0.0%+27.4%0.596%
2/6/2026Csenge Advisory Group10,772$184K0.0%+7.4%0.312%
2/5/2026Sequent Planning LLC159,094$2.72M0.7%+0.6%4.611%
1/30/2026Secured Retirement Advisors LLC28,629$490K0.3%-11.6%0.830%
1/23/2026Split Rock Private Trading & Wealth Management LLC43,323$741K0.6%N/A1.256%
1/23/2026Visionary Horizons LLC24,053$412K0.2%N/A0.697%
1/21/2026Capital Investment Advisory Services LLC30,564$523K0.0%N/A0.886%
1/21/2026BIP Wealth LLC20,853$357K0.0%N/A0.604%
1/6/2026Arlington Capital Management Inc.135,494$2.32M1.4%+40.4%3.927%
1/5/2026Park Avenue Securities LLC26,350$451K0.0%+15.8%0.764%
11/18/2025Advisory Services Network LLC74,936$1.79M0.0%+0.7%2.172%
11/17/2025Susquehanna International Group LLP19,153$456K0.0%-37.5%0.555%
11/17/2025Flow Traders U.S. LLC26,646$635K0.0%+21.1%0.772%
11/14/2025Arlington Capital Management Inc.96,500$2.30M1.5%-33.9%2.797%
11/13/2025GeoWealth Management LLC18,930$451K0.0%N/A0.549%
11/13/2025Sequent Planning LLC158,116$3.77M1.1%-82.6%4.583%
11/12/2025Park Square Financial Group LLC1,890$45K0.2%-21.2%0.055%
11/5/2025Envestnet Asset Management Inc.148,645$3.54M0.0%-1.6%4.309%
10/23/2025Park Avenue Securities LLC22,752$542K0.0%N/A0.659%
10/21/2025Synergy Asset Management LLC14,134$337K0.0%N/A0.410%
10/15/2025Secured Retirement Advisors LLC32,392$772K0.4%-8.7%0.939%
9/4/2025Osaic Holdings Inc.419,682$9.01M0.0%+14.7%12.165%
8/19/2025Advisory Services Network LLC74,451$1.59M0.0%+11.5%2.158%
8/15/2025MML Investors Services LLC28,281$607K0.0%+42.3%0.820%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
8/14/2025Jane Street Group LLC18,473$397K0.0%-44.2%0.535%
8/13/2025Flow Traders U.S. LLC22,004$472K0.0%N/A0.638%
8/13/2025Maia Wealth LLC355,219$7.63M1.5%-7.3%10.296%
8/8/2025Cetera Investment Advisers52,746$1.13M0.0%-5.0%1.529%
8/5/2025Sigma Planning Corp50,070$1.08M0.0%-5.1%1.451%
8/1/2025Envestnet Asset Management Inc.151,137$3.25M0.0%+8.4%4.381%
7/30/2025Strategic Blueprint LLC20,142$432K0.0%+44.5%0.584%
7/21/2025Ameritas Advisory Services LLC3,634$78K0.0%N/A0.105%
7/16/2025Arlington 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%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
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 541,164 shares in the last 24 months. This purchase volume represents approximately $10.15M in transactions.

Of the 13 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. ($82.60K), Maia Wealth LLC ($28.06K), Osaic Holdings Inc. ($16.93K), Jane Street Group LLC ($14.63K), GeoWealth Management LLC ($14.38K), and Susquehanna International Group LLP ($11.49K).

Institutional investors have sold a total of 953,492 shares in the last 24 months. This volume of shares sold represents approximately $22.16M in transactions.


Related Companies

This page (BATS:BGLD) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel