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Financial Advocates Investment Management’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Financial Advocates Investment Management’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
-872
Closed -$229K – 739
2021
Q4 		$229K Buy
+872
New +$16.5K 0.01% 693

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Cetera Investment Advisers
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Financial Advocates Investment Management's BGLD Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q1 2022, closing a stake of 872 shares — an estimated $229K sold.

Financial Advocates Investment Management first reported a position in BGLD in Q4 2021 and held it in 1 quarter. The position peaked at $229K in Q4 2021. 9 funds tracked by Wall St. Rank hold BGLD as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 872 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2022, an estimated $229K.
  • Financial Advocates Investment Management first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $229K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.