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FT Vest Gold Strategy Quarterly Buffer ETF
BGLD

Overview Fund Activity

28 hedge funds and large institutions have $41.8M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
9
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SP
1
Sequent Planning
Nebraska
$16.2M
2
MW
2
Maia Wealth
Colorado
$7.34M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.44M
4
CAAS
4
Capital Asset Advisory Services
Michigan
$246K
5
AWM
5
Axxcess Wealth Management
California
$245K

Top Sellers

1
IWP
1
Innova Wealth Partners
Pennsylvania
$0
2
LJAC
2
L.J. Altfest & Co
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
SW
4
SMART Wealth
Nebraska
$4.06M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
26
Ameritas Investment Partners
Nebraska
$1.84K 100 +100 New
Morgan Stanley
27
Morgan Stanley
New York
$1.61K 87 -225 -72%
PA
28
PSI Advisors
Florida
$1.42K 77 -24 -24%
IWP
29
Innova Wealth Partners
Pennsylvania
– – -103,042 Closed
LJAC
30
L.J. Altfest & Co
New York
– – -86,577 Closed
Jane Street
31
Jane Street
New York
– – -40,199 Closed
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
– – -24,400 Closed
CAG
33
Csenge Advisory Group
Florida
– – -11,671 Closed
JIP
34
Jaffetilchin Investment Partners
Florida
– – -10,999 Closed
FNWA
35
Financial Network Wealth Advisors
Utah
– – -1,000 Closed
CFGS
36
Concourse Financial Group Securities
Alabama
– – – –
1
2