FT VEST GOLD STRATEGY QUARTE (BGLD) Institutional Ownership Changes & 13F Activity
FT VEST GOLD STRATEGY QUARTE (BGLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sequent Planning Llc, Arlington Capital Management, Inc., Susquehanna International Group, Llp, Cambridge Investment Research Advisors, Inc., and Mission Financial Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -7,091 | -11.3% | 55,507 | $904.21K | Q2 2026 | Sep 09, 2026 |
| Sequent Planning Llc | Buy | +144,417 | +98.4% | 291,198 | $4.74M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +85,085 | — | 85,085 | $1.39M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +15,483 | +3.5% | 452,638 | $7.37M | Q2 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services Llc | Buy | +6,053 | +45.4% | 19,394 | $315.93K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -475 | -49.9% | 476 | $7.82K | Q2 2026 | Aug 14, 2026 |
| Mission Financial Group, Llc | Buy | +31,028 | — | 31,028 | $505.44K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -2,425 | -98.9% | 28 | $457.00 | Q2 2026 | Aug 13, 2026 |
| Compass Capital Corp | Buy | +974 | +7.9% | 13,293 | $227.58K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +11,929 | +8.7% | 149,754 | $2.44M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +6,022 | +6.1% | 104,347 | $1.70M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -843 | -3.0% | 27,485 | $447.73K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +100 | — | 100 | $1.63K | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | Buy | +7,847 | +74.3% | 18,413 | $299.94K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +9,529 | +20.5% | 56,113 | $914.08K | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Sell | -68 | -0.1% | 45,540 | $741.85K | Q2 2026 | Aug 07, 2026 |
| Envestnet Asset Management Inc | Sell | -1,018 | -0.7% | 137,401 | $2.24M | Q2 2026 | Aug 03, 2026 |
| Park Square Financial Group, Llc | Sell | -668 | -94.9% | 36 | $586.00 | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -53,335 | -27.9% | 137,937 | $2.25K | Q2 2026 | Jul 30, 2026 |
| Kovack Advisors, Inc. | Buy | +1,324 | +6.6% | 21,489 | $351.45K | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Buy | +606 | +1.9% | 31,795 | $517.93K | Q2 2026 | Jul 29, 2026 |
| Axxcess Wealth Management, Llc | Buy | +19,394 | — | 19,394 | $315.93K | Q2 2026 | Jul 28, 2026 |
| Maia Wealth Llc | Sell | -1,223 | -0.4% | 273,341 | $4.45M | Q2 2026 | Jul 28, 2026 |
| Arlington Capital Management, Inc. | Sell | -144,372 | -89.2% | 17,422 | $283.80K | Q2 2026 | Jul 24, 2026 |
| Arq Wealth Advisors, Llc | Buy | +26,415 | — | 26,415 | $435.85K | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, Llc | Sell | -1,500 | -5.1% | 28,064 | $457.17K | Q2 2026 | Jul 23, 2026 |
| Synergy Asset Management, Llc | Buy | +28,945 | — | 28,945 | $471.51K | Q2 2026 | Jul 22, 2026 |
| Park Avenue Securities Llc | Buy | +4,123 | +13.6% | 34,453 | $561.00K | Q2 2026 | Jul 20, 2026 |
| Secured Retirement Advisors, Llc | Buy | +1,321 | +4.5% | 30,717 | $500.38K | Q2 2026 | Jul 16, 2026 |
| Optivise Advisory Services Llc | Buy | +11,147 | — | 11,147 | $181.59K | Q2 2026 | Jul 13, 2026 |
Frequently asked questions about BGLD activity
Which institutional owners are buying BGLD?
Institutional owners buying BGLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BGLD activity?
"Buy" means an investor increased their reported position in BGLD compared to the prior reporting period. This reflects growing exposure to FT VEST GOLD STRATEGY QUARTE (BGLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BGLD increasing?
Institutional interest in BGLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.