FT Vest Gold Strategy QuarteBGLDETF
13F holders, Q4 2025 (December 31)34holders +5
7new positions
3sold out
$17.59avg. 13F price*
At the end of Q4 2025, 34 institutions reported holding FT Vest Gold Strategy Quarte (BGLD) in their 13F filings, up 5 from Q3 2025. 7 opened new positions and 3 sold out. The largest holders were Osaic Holdings, Inc. ($6.8M), Cambridge Investment Research Advisors, Inc. ($3.9M) and Envestnet Asset Management Inc. ($2.8M).
- Company
- FT Vest Gold Strategy Quarte
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q4 2025)
- CUSIP
- 33733E849
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.8M |
| Exits | 3 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 282,044 shares bought and 135,702 shares sold, net +146,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -4.1% | 399,605 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -14.8% | 228,329 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.2% | 165,223 | $2.8M |
| Sequent Planning LLC | 0.69% | Add +0.6% | 159,094 | $2.7M |
| Arlington Capital Management, Inc. | 1.43% | Add +40.4% | 135,494 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +58.3% | 98,528 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +5.8% | 79,318 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +73.7% | 72,507 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | New | 6,597 | $939K |
| Sigma Planning Corp | 0.02% | Add +0.2% | 46,924 | $803K |
| Split Rock Private Trading & Wealth Management, LLC | 0.59% | — | 43,323 | $741K |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.7% | 41,328 | $707K |
| Susquehanna International Group, LLP | 0.00% | Add +87.6% | 35,924 | $615K |
| Capital Investment Advisory Services, LLC | 0.04% | New | 30,564 | $523K |
| Commonwealth Equity Services, LLC | 0.00% | Add +26.8% | 30,485 | $522K |
| Secured Retirement Advisors, LLC | 0.27% | Reduce -11.6% | 28,629 | $490K |
| Park Avenue Securities LLC | 0.00% | Add +15.8% | 26,350 | $451K |
| Visionary Horizons, LLC | 0.21% | New | 24,053 | $412K |
| BIP Wealth, LLC | 0.01% | New | 20,853 | $357K |
| Harbour Investments, Inc. | 0.01% | Add +27.4% | 20,569 | $352K |
| Kovack Advisors, Inc. | 0.01% | New | 13,992 | $239K |
| Compass Capital Corp. /Ma/ | 0.09% | New | 12,971 | $236K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 13,341 | $234K |
| Axxcess Wealth Management, LLC | 0.00% | No change | 13,341 | $228K |
| Csenge Advisory Group | 0.01% | Add +7.4% | 10,772 | $184K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,228 | $141K |
| GeoWealth Management, LLC | 0.00% | Reduce -76.0% | 4,553 | $78K |
| Park Square Financial Group, LLC | 0.19% | Reduce -9.2% | 1,717 | $32K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 1,000 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 508 | $9K |
| AE Wealth Management LLC | 0.00% | Add +17.0% | 234 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 200 | $3K |
| Morgan Stanley | 0.00% | Add +21.8% | 106 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 57 | $975 |
"% 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.