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FT Vest Gold Strategy Quarterly Buffer ETF
BGLD

Overview Fund Activity

15 hedge funds and large institutions have $12M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$2.41M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.62M
3
Truist Financial
3
Truist Financial
North Carolina
$191K
4
CAN
4
Cetera Advisor Networks
California
$581K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$414K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$379K
2
SW
2
SMART Wealth
Nebraska
$0
3
ACM
3
Arlington Capital Management
Illinois
$1.27M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$0
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$3.62M 190,478 +13,418 +8%
LJAC
2
L.J. Altfest & Co
New York
$2.41M 126,754 +126,754 New
ACM
3
Arlington Capital Management
Illinois
$1.27M 66,563 -36,248 -35%
WEG
4
World Equity Group
Illinois
$884K 46,542 -1,287 -3%
CAG
5
Csenge Advisory Group
Florida
$702K 36,909 -442 -1%
CA
6
Cetera Advisors
Colorado
$628K 33,001 +377 +1%
CAN
7
Cetera Advisor Networks
California
$581K 30,523 +9,100 +42%
CIAS
8
Capital Investment Advisory Services
North Carolina
$519K 27,276 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$414K 21,762 +8,583 +65%
AWM
10
AE Wealth Management
Kansas
$379K 19,903 -101,463 -84%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$358K 18,824 +4,050 +27%
Truist Financial
12
Truist Financial
North Carolina
$191K 10,046 +10,046 New
HI
13
Harbour Investments
Wisconsin
$57.7K 3,032 – –
CAL
14
Capital Analysts LLC
Pennsylvania
$10K 508 +508 New
SPIA
15
Steward Partners Investment Advisory
New York
$2.09K 110 +110 New
SW
16
SMART Wealth
Nebraska
– – -91,677 Closed
JIP
17
Jaffetilchin Investment Partners
Florida
– – -12,510 Closed
NA
18
NewEdge Advisors
Louisiana
– – -11,500 Closed
FMII
19
Farmers & Merchants Investments Inc
Nebraska
– – -235 Closed
UBS Group
20
UBS Group
Switzerland
– – -96 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –