FT Vest Gold Strategy QuarteBGLDETF
13F holders, Q1 2026 (March 31)32holders −2
6new positions
7sold out
$17.15avg. 13F price*
At the end of Q1 2026, 32 institutions reported holding FT Vest Gold Strategy Quarte (BGLD) in their 13F filings, down 2 from Q4 2025. 6 opened new positions and 7 sold out. The largest holders were Osaic Holdings, Inc. ($7.5M), Maia Wealth LLC ($4.7M) and Cambridge Investment Research Advisors, Inc. ($3.3M).
- Company
- FT Vest Gold Strategy Quarte
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q1 2026)
- CUSIP
- 33733E849
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $5.1M |
| Exits | 7 | $3.2M |
All 13F filers, Q4 2025 → Q1 2026: 466,951 shares bought and 247,017 shares sold, net +219,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Osaic Holdings, Inc. | 0.01% | Add +9.4% | 437,155 | $7.5M |
| Maia Wealth LLC | 0.80% | New | 274,564 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -16.2% | 191,272 | $3.3M |
| Arlington Capital Management, Inc. | 1.56% | Add +19.4% | 161,794 | $2.8M |
| Sequent Planning LLC | 0.61% | Reduce -7.7% | 146,781 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.2% | 138,419 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +39.9% | 137,825 | $2.4M |
| Advisory Services Network, LLC | 0.02% | Add +24.0% | 98,325 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +51.5% | 62,598 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -35.8% | 46,584 | $798K |
| Sigma Planning Corp | 0.02% | Reduce -2.8% | 45,608 | $782K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 31,189 | $535K |
| Park Avenue Securities LLC | 0.00% | Add +15.1% | 30,330 | $520K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -3.3% | 29,564 | $507K |
| Secured Retirement Advisors, LLC | 0.29% | Add +2.7% | 29,396 | $504K |
| Harbour Investments, Inc. | 0.01% | Add +37.7% | 28,328 | $486K |
| Jane Street Group, LLC | 0.00% | New | 22,027 | $378K |
| Kovack Advisors, Inc. | 0.02% | Add +44.1% | 20,165 | $350K |
| BIP Wealth, LLC | 0.01% | Reduce -22.6% | 16,139 | $277K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 13,341 | $233K |
| Compass Capital Corp. /Ma/ | 0.08% | Reduce -5.0% | 12,319 | $214K |
| Csenge Advisory Group | 0.01% | Reduce -1.9% | 10,566 | $181K |
| Morgan Stanley | 0.00% | Add +2214.2% | 2,453 | $42K |
| Noble Wealth Management PBC | 0.01% | Add +625.0% | 1,450 | $25K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +16.6% | 1,166 | $20K |
| UBS Group AG | 0.00% | New | 1,107 | $19K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 942 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 951 | $16K |
| AE Wealth Management LLC | 0.00% | Add +219.2% | 747 | $13K |
| Park Square Financial Group, LLC | 0.09% | Reduce -59.0% | 704 | $12K |
| Capital Analysts, LLC | 0.00% | No change | 508 | $9K |
| Integrity Financial Corp | 0.00% | New | 277 | $5K |
"% 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.