BGLD Institutional Ownership
FT Vest Gold Strategy Quarterly Buffer ETF
1W: -1.7%
1M: -3.0%
3M: -1.3%
YTD: -4.8%
1Y: -31.5%
3Y: +18.1%
5Y: +21.6%
$16.38
-0.08 (-0.49%)
Weekly Expected Move ±2.0%
$16
$16
$16
$17
$17
Overview
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Institutional Ownership — BGLD
41
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
35M
Total Invested
9
New Positions
13
Increased
15
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (46 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 452,638 | $7M | +15,483 | +3.5% | 22Q | SEC ↗ |
| 2 | Sequent Planning LLC | 291,198 | $5M | +144,417 | +98.4% | 7Q | SEC ↗ |
| 3 | Maia Wealth LLC | 273,341 | $4M | -1,223 | -0.4% | 2Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 149,754 | $2M | +11,929 | +8.7% | 15Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 137,937 | $2M | -53,335 | -27.9% | 11Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 137,401 | $2M | -1,018 | -0.7% | 16Q | SEC ↗ |
| 7 | Advisory Services Network, LLC | 104,347 | $2M | +6,022 | +6.1% | 10Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 85,085 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 9 | MML INVESTORS SERVICES, LLC | 56,113 | $919K | +9,529 | +20.5% | 6Q | SEC ↗ |
| 10 | Integrated Wealth Concepts LLC | 55,507 | $909K | -7,091 | -11.3% | 8Q | SEC ↗ |
| 11 | Sigma Planning Corp | 45,540 | $746K | -68 | -0.1% | 8Q | SEC ↗ |
| 12 | PARK AVENUE SECURITIES LLC | 34,453 | $564K | +4,123 | +13.6% | 4Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 31,795 | $521K | +606 | +1.9% | 6Q | SEC ↗ |
| 14 | Mission Financial Group, LLC NEW | 31,028 | $508K | — | +0.0% | 1Q | SEC ↗ |
| 15 | SECURED RETIREMENT ADVISORS, LLC | 30,717 | $503K | +1,321 | +4.5% | 11Q | SEC ↗ |
| 16 | Synergy Asset Management, LLC NEW | 28,945 | $474K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Capital Investment Advisory Services, | 28,064 | $460K | -1,500 | -5.1% | 3Q | SEC ↗ |
| 18 | HARBOUR INVESTMENTS, INC. | 27,485 | $450K | -843 | -3.0% | 17Q | SEC ↗ |
| 19 | ARQ WEALTH ADVISORS, LLC NEW | 26,415 | $433K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Kovack Advisors, Inc. | 21,489 | $352K | +1,324 | +6.6% | 3Q | SEC ↗ |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 19,394 | $318K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Capital Asset Advisory Services LLC | 19,394 | $318K | +6,053 | +45.4% | 7Q | SEC ↗ |
| 23 | Csenge Advisory Group | 18,413 | $302K | +7,847 | +74.3% | 6Q | SEC ↗ |
| 24 | Arlington Capital Management, Inc. | 17,422 | $285K | -144,372 | -89.2% | 14Q | SEC ↗ |
| 25 | COMPASS CAPITAL CORP /MA/ /ADV | 13,293 | $218K | +974 | +7.9% | 3Q | SEC ↗ |
| 26 | Optivise Advisory Services LLC NEW | 11,147 | $183K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Regatta Research & Money Management NEW | 5,202 | $85K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Noble Wealth Management PBC | 1,450 | $24K | — | +0.0% | 4Q | SEC ↗ |
| 29 | Financial Network Wealth Advisors LLC | 1,166 | $19K | — | +0.0% | 5Q | SEC ↗ |
| 30 | AE Wealth Management LLC | 1,013 | $17K | +266 | +35.6% | 4Q | SEC ↗ |
| 31 | Capital Analysts, LLC | 508 | $8K | — | +0.0% | 12Q | SEC ↗ |
| 32 | JONES FINANCIAL COMPANIES LLLP | 476 | $8K | -475 | -49.9% | 2Q | SEC ↗ |
| 33 | Integrity Financial Corp /WA | 277 | $5K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Aptus Capital Advisors, LLC NEW | 100 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Global Retirement Partners, LLC NEW | 56 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Park Square Financial Group, LLC | 36 | $1K | -668 | -94.9% | 7Q | SEC ↗ |
| 37 | MORGAN STANLEY | 28 | $0K | -2,425 | -98.9% | 10Q | SEC ↗ |
| 38 | Visionary Horizons, LLC | 0 | $0K | -24,053 | -100.0% | 1Q | SEC ↗ |
| 39 | Split Rock Private Trading & Wealth Ma | 0 | $0K | -43,323 | -100.0% | 1Q | SEC ↗ |
| 40 | GeoWealth Management, LLC | 0 | $0K | -4,553 | -100.0% | 2Q | SEC ↗ |
| 41 | JANE STREET GROUP, LLC | 0 | $0K | -22,027 | -100.0% | 1Q | SEC ↗ |
| 42 | Kestra Advisory Services, LLC | 0 | $0K | -8,228 | -100.0% | 1Q | SEC ↗ |
| 43 | UBS Group AG | 0 | $0K | -1,107 | -100.0% | 1Q | SEC ↗ |
| 44 | NewEdge Advisors, LLC | 0 | $0K | -6,597 | -100.0% | 1Q | SEC ↗ |
| 45 | TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0K | -942 | -100.0% | 1Q | SEC ↗ |
| 46 | BIP Wealth, LLC | 0 | $0K | -16,139 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 85,085 | $1M |
| Mission Financial Group, LLC | 31,028 | $508K |
| Synergy Asset Management, LLC | 28,945 | $474K |
| ARQ WEALTH ADVISORS, LLC | 26,415 | $433K |
| AXXCESS WEALTH MANAGEMENT, LLC | 19,394 | $318K |
| Optivise Advisory Services LLC | 11,147 | $183K |
| Regatta Research & Money Management | 5,202 | $85K |
| Aptus Capital Advisors, LLC | 100 | $2K |
| Global Retirement Partners, LLC | 56 | $1K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Split Rock Private Trading & Wealth | 43,323 | $710K |
| Visionary Horizons, LLC | 24,053 | $394K |
| JANE STREET GROUP, LLC | 22,027 | $361K |
| BIP Wealth, LLC | 16,139 | $264K |
| Kestra Advisory Services, LLC | 8,228 | $135K |
| NewEdge Advisors, LLC | 6,597 | $108K |
| GeoWealth Management, LLC | 4,553 | $75K |
| UBS Group AG | 1,107 | $18K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 942 | $15K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sequent Planning LLC | +144,417 | +98.4% | 291,198 |
| OSAIC HOLDINGS, INC. | +15,483 | +3.5% | 452,638 |
| Cetera Investment Advisers | +11,929 | +8.7% | 149,754 |
| MML INVESTORS SERVICES, LLC | +9,529 | +20.5% | 56,113 |
| Csenge Advisory Group | +7,847 | +74.3% | 18,413 |
| Capital Asset Advisory Services LLC | +6,053 | +45.4% | 19,394 |
| Advisory Services Network, LLC | +6,022 | +6.1% | 104,347 |
| PARK AVENUE SECURITIES LLC | +4,123 | +13.6% | 34,453 |
| Kovack Advisors, Inc. | +1,324 | +6.6% | 21,489 |
| SECURED RETIREMENT ADVISORS, LLC | +1,321 | +4.5% | 30,717 |
| COMPASS CAPITAL CORP /MA/ /ADV | +974 | +7.9% | 13,293 |
| COMMONWEALTH EQUITY SERVICES, LLC | +606 | +1.9% | 31,795 |
| AE Wealth Management LLC | +266 | +35.6% | 1,013 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Arlington Capital Management, Inc. | -144,372 | -89.2% | 17,422 |
| Cambridge Investment Research Advis | -53,335 | -27.9% | 137,937 |
| Integrated Wealth Concepts LLC | -7,091 | -11.3% | 55,507 |
| MORGAN STANLEY | -2,425 | -98.9% | 28 |
| Capital Investment Advisory Service | -1,500 | -5.1% | 28,064 |
| Maia Wealth LLC | -1,223 | -0.4% | 273,341 |
| ENVESTNET ASSET MANAGEMENT INC | -1,018 | -0.7% | 137,401 |
| HARBOUR INVESTMENTS, INC. | -843 | -3.0% | 27,485 |
| Park Square Financial Group, LLC | -668 | -94.9% | 36 |
| JONES FINANCIAL COMPANIES LLLP | -475 | -49.9% | 476 |
| Sigma Planning Corp | -68 | -0.1% | 45,540 |