Concourse Financial Group Securities’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Concourse Financial Group Securities’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
2022 Q1	–	Sell	-200	Closed	-$3.83K	–	2176
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	2077
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	2100
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	2075
2021 Q1	$4K	Buy	+200	New	+$3.86K	﹤0.01%	2000

Other funds holding BGLD

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Concourse Financial Group Securities's BGLD Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q1 2022, closing a stake of 200 shares — an estimated $3.83K sold.

Concourse Financial Group Securities first reported a position in BGLD in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 9 funds tracked by Wall St. Rank hold BGLD as of Q1 2022.

Concourse Financial Group Securities reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q1 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 200 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2022, an estimated $3.83K.
Concourse Financial Group Securities first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q1 2021 and held it in 4 quarters.
Concourse Financial Group Securities's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $4K in Q4 2021.
9 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.