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

IFP 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
2022 Q4	–	Sell	-506	Closed	-$10K	–	4614
2022 Q3	$10K	Hold	506	–	–	﹤0.01%	3619
2022 Q2	$10K	Hold	506	–	–	﹤0.01%	3376
2022 Q1	$10K	Buy	+506	New	+$9.7K	﹤0.01%	3376
2021 Q4	–	Sell	-750	Closed	-$14K	–	3389
2021 Q3	$14K	Hold	750	–	–	﹤0.01%	2128
2021 Q2	$15K	Hold	750	–	–	﹤0.01%	2054
2021 Q1	$14K	Buy	+750	New	+$14.5K	﹤0.01%	1989

Other funds holding BGLD

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIC

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

IFP Advisors's BGLD Position: Q4 2022 in Review

IFP Advisors sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q4 2022, closing a stake of 506 shares — an estimated $10K sold.

IFP Advisors first reported a position in BGLD in Q1 2021 and held it in 6 quarters. The position peaked at $15K in Q2 2021. 12 funds tracked by Wall St. Rank hold BGLD as of Q4 2022.

IFP Advisors reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 506 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q4 2022, an estimated $10K.
IFP Advisors first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q1 2021 and held it in 6 quarters.
IFP Advisors's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $15K in Q2 2021.
12 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.