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FT Vest Gold Strategy Quarterly Buffer ETF
BGLD

Overview Fund Activity

28 hedge funds and large institutions have $56.4M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
6
Increased
12
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.69M
2
LJAC
2
L.J. Altfest & Co
New York
$2.88M
3
ACM
3
Arlington Capital Management
Illinois
$3.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.93M
5
SP
5
Sequent Planning
Nebraska
$19.4M

Top Sellers

1
SW
1
SMART Wealth
Nebraska
$0
2
MW
2
Maia Wealth
Colorado
$8.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AWM
4
AE Wealth Management
Kansas
$108K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.75M
Name Market Value Shares Shares
Change 		Shares
Change %
SP
1
Sequent Planning
Nebraska
$19.4M 922,046 +37,022 +4%
MW
2
Maia Wealth
Colorado
$8.1M 383,282 -16,581 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.69M 365,939 +164,876 +82%
ACM
4
Arlington Capital Management
Illinois
$3.76M 179,103 +78,469 +78%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.93M 139,373 +76,957 +123%
LJAC
6
L.J. Altfest & Co
New York
$2.88M 137,158 +137,158 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.75M 130,802 -2,229 -2%
ASN
8
Advisory Services Network
Georgia
$1.4M 66,772 +28,635 +75%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.17M 55,533 +7,218 +15%
SPC
10
Sigma Planning Corp
Michigan
$1.11M 52,757 +23,819 +82%
SRA
11
Secured Retirement Advisors
Minnesota
$737K 35,082 +2,850 +9%
Jane Street
12
Jane Street
New York
$696K 33,107 +33,107 New
CIAS
13
Capital Investment Advisory Services
North Carolina
$539K 25,675 – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$482K 22,941 +22,941 New
MML Investors Services
15
MML Investors Services
Massachusetts
$418K 19,873 +19,873 New
IWC
16
Integrated Wealth Concepts
Massachusetts
$332K 15,807 +491 +3%
HI
17
Harbour Investments
Wisconsin
$316K 15,045 +4,585 +44%
SB
18
Strategic Blueprint
Georgia
$293K 13,939 +3,195 +30%
CAAS
19
Capital Asset Advisory Services
Michigan
$280K 13,341 – –
AWM
20
Axxcess Wealth Management
California
$280K 13,341 – –
CAG
21
Csenge Advisory Group
Florida
$221K 10,398 +10,398 New
BCA
22
Bay Colony Advisors
Massachusetts
$220K 10,490 +10,490 New
SAM
23
Synergy Asset Management
Washington
$214K 10,170 +6,302 +163%
AWM
24
AE Wealth Management
Kansas
$108K 5,125 -2,500 -33%
PSFG
25
Park Square Financial Group
Georgia
$51.6K 2,454 -590 -19%
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