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AlphaMark Advisors’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

AlphaMark Advisors’s Portfolio BGLD Stock Details BGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$64K Hold
3,475
– – 0.03% 219
2024
Q3 		$78K Buy
3,475
+900
+35% +$19.4K 0.03% 301
2024
Q2 		$52K Buy
+2,575
New +$52.1K 0.02% 337

Other funds holding BGLD

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

AlphaMark Advisors's BGLD Position: Q4 2024 in Review

AlphaMark Advisors held its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) position steady in Q4 2024 at 3,475 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #219.

AlphaMark Advisors first reported a position in BGLD in Q2 2024 and has held it in 3 quarters since. The position peaked at $78K in Q3 2024. 28 funds tracked by Wall St. Rank hold BGLD as of Q4 2024.

  • AlphaMark Advisors held 3,475 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $64K as of Q4 2024.
  • AlphaMark Advisors left its FT Vest Gold Strategy Quarterly Buffer ETF share count unchanged in Q4 2024.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up 0.03% of AlphaMark Advisors's portfolio in Q4 2024, its #219 holding.
  • AlphaMark Advisors first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q2 2024 and has held it in 3 quarters since.
  • AlphaMark Advisors's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $78K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.