FT Vest Gold Strategy QuarteBGLDETF
13F holders, Q1 2024 (March 31)19holders
$19.71avg. 13F price*
At the end of Q1 2024, 19 institutions reported holding FT Vest Gold Strategy Quarte (BGLD) in their 13F filings. The largest holders were Osaic Holdings, Inc. ($3.5M), Altfest L J & Co. Inc. ($2.8M) and Arlington Capital Management, Inc. ($1.6M).
- Company
- FT Vest Gold Strategy Quarte
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q1 2024)
- CUSIP
- 33733E849
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $703K |
| Exits | 6 | $8.7M |
Ownership 19 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -23.2% | 178,224 | $3.5M |
| Altfest L J & Co. Inc. | 0.39% | Add +0.9% | 141,390 | $2.8M |
| Arlington Capital Management, Inc. | 1.31% | Reduce -0.2% | 79,926 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +232.5% | 68,002 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -40.2% | 52,984 | $1.0M |
| Csenge Advisory Group | 0.04% | Reduce -4.9% | 34,017 | $670K |
| Capital Investment Advisory Services, LLC | 0.06% | No change | 26,901 | $530K |
| Advisory Services Network, LLC | 0.01% | New | 25,270 | $498K |
| Secured Retirement Advisors, LLC | 0.40% | Add +20.5% | 23,878 | $471K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -34.4% | 13,728 | $271K |
| Jane Street Group, LLC | 0.00% | Add +0.1% | 11,341 | $224K |
| SMART Wealth LLC | 0.09% | Reduce -96.6% | 10,669 | $210K |
| Truist Financial Corp. | 0.00% | No change | 10,046 | $198K |
| UBS Group AG | 0.00% | New | 6,339 | $125K |
| JPMorgan Chase & Co. | 0.00% | New | 4,077 | $80K |
| Harbour Investments, Inc. | 0.00% | No change | 3,032 | $60K |
| Capital Analysts, LLC | 0.00% | No change | 508 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 110 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $30 |
"% of holder's portfolio" is BGLD's weight in each manager's 13F, not the share of FT Vest Gold Strategy Quarte the manager owns.