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Cetera Advisor Networks’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Cetera Advisor Networks’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
Q1 		$488K Sell
24,778
-10,079
-29% -$190K ﹤0.01% 1955
2023
Q4 		$656K Buy
34,857
+4,334
+14% +$84.2K ﹤0.01% 1665
2023
Q3 		$581K Buy
30,523
+9,100
+42% +$178K ﹤0.01% 1672
2023
Q2 		$420K Buy
21,423
+8,272
+63% +$163K ﹤0.01% 1844
2023
Q1 		$256K Buy
+13,151
New +$249K ﹤0.01% 2151

Other funds holding BGLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Cetera Advisor Networks's BGLD Position: Q1 2024 in Review

Cetera Advisor Networks reduced its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 29% in Q1 2024, selling an estimated $190K and leaving 24,778 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Cetera Advisor Networks first reported a position in BGLD in Q1 2023 and has held it in 5 quarters since. The position peaked at $656K in Q4 2023. 21 funds tracked by Wall St. Rank hold BGLD as of Q1 2024.

  • Cetera Advisor Networks held 24,778 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $488K as of Q1 2024.
  • Cetera Advisor Networks sold 10,079 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2024, an estimated $190K.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1955 holding.
  • Cetera Advisor Networks first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q1 2023 and has held it in 5 quarters since.
  • Cetera Advisor Networks's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $656K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.