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FT Vest Gold Strategy Quarte (BGLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Maia Wealth LLC
DECREASED
Shares262,774 from 273,341
Change-10,567 (-4%)
Value$4.3M (-$161.6K)
Filed 2026-10-19
ARQ Wealth Advisors, LLC
INCREASED
Shares42,806 from 26,415
Change+16,391 (+62%)
Value$699.0K (+$263.2K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares33,305 from 137,937
Change-104,632 (-76%)
Value$544.0K (-$1.7M)
Filed 2026-11-02
Mission Financial Group, LLC
INCREASED
Shares32,846 from 31,028
Change+1,818 (+6%)
Value$536.4K (+$30.9K)
Filed 2026-10-21
Csenge Advisory Group
INCREASED
Shares31,187 from 18,413
Change+12,774 (+69%)
Value$509.3K (+$209.3K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares30,578 from 31,795
Change-1,217 (-4%)
Value$499.3K (-$18.6K)
Filed 2026-11-02
Capital Asset Advisory Services LLC
UNCHANGED
Shares19,394 from 19,394
Change0 (0%)
Value$313.1K (-$2.9K)
Filed 2026-10-30
Private Advisory Group LLC
NEW
Shares18,205
Change+18,205
Value$297.3K
Filed 2026-11-06
Optivise Advisory Services LLC
UNCHANGED
Shares11,147 from 11,147
Change0 (0%)
Value$182.0K (+$446)
Filed 2026-10-19
Noble Wealth Management PBC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$23.7K (+$58)
Filed 2026-10-01
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$19.0K (+$47)
Filed 2026-10-28
PNC Financial Services Group, Inc.
NEW
Shares1,131
Change+1,131
Value$18.5K
Filed 2026-11-06
SBI Securities Co., Ltd.
NEW
Shares2
Change+2
Value$33
Filed 2026-10-22
Sigma Planning Corp
CLOSED
Shares0 from 45,540
Change-45,540 (-100%)
Value$0 (-$741.8K)
Filed 2026-10-23
Park Avenue Securities LLC
CLOSED
Shares0 from 34,453
Change-34,453 (-100%)
Value$0 (-$561.0K)
Filed 2026-10-26
Synergy Asset Management, LLC
CLOSED
Shares0 from 28,945
Change-28,945 (-100%)
Value$0 (-$471.5K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 28,064
Change-28,064 (-100%)
Value$0 (-$457.2K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 19,394
Change-19,394 (-100%)
Value$0 (-$315.9K)
Filed 2026-10-21
Arlington Capital Management Inc
CLOSED
Shares0 from 17,422
Change-17,422 (-100%)
Value$0 (-$283.8K)
Filed 2026-10-30
Osaic Holdings, Inc.
N/A
Shares— from 452,638
Change-452,638 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 291,198
Change-291,198 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 149,754
Change-149,754 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 137,401
Change-137,401 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 104,347
Change-104,347 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 85,085
Change-85,085 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 56,113
Change-56,113 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 55,507
Change-55,507 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 30,717
Change-30,717 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27,485
Change-27,485 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 21,489
Change-21,489 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 13,293
Change-13,293 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 5,202
Change-5,202 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 476
Change-476 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 277
Change-277 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 28
Change-28 (-100%)
Value—
Status
Maia Wealth LLC
DECREASED262,774273,341-10,567-4%$4.5M$4.3M-$161.6K2026-10-19
ARQ Wealth Advisors, LLC
INCREASED42,80626,415+16,391+62%$435.8K$699.0K+$263.2K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED33,305137,937-104,632-76%$2.2M$544.0K-$1.7M2026-11-02
Mission Financial Group, LLC
INCREASED32,84631,028+1,818+6%$505.4K$536.4K+$30.9K2026-10-21
Csenge Advisory Group
INCREASED31,18718,413+12,774+69%$299.9K$509.3K+$209.3K2026-11-04
Commonwealth Equity Services, LLC
DECREASED30,57831,795-1,217-4%$517.9K$499.3K-$18.6K2026-11-02
Capital Asset Advisory Services LLC
UNCHANGED19,39419,39400%$315.9K$313.1K-$2.9K2026-10-30
Private Advisory Group LLC
NEW18,205—+18,205——$297.3K—2026-11-06
Optivise Advisory Services LLC
UNCHANGED11,14711,14700%$181.6K$182.0K+$4462026-10-19
Noble Wealth Management PBC
UNCHANGED1,4501,45000%$23.6K$23.7K+$582026-10-01
Financial Network Wealth Advisors LLC
UNCHANGED1,1661,16600%$19.0K$19.0K+$472026-10-28
PNC Financial Services Group, Inc.
NEW1,131—+1,131——$18.5K—2026-11-06
SBI Securities Co., Ltd.
NEW2—+2——$33—2026-10-22
Sigma Planning Corp
CLOSED045,540-45,540-100%$741.8K$0-$741.8K2026-10-23
Park Avenue Securities LLC
CLOSED034,453-34,453-100%$561.0K$0-$561.0K2026-10-26
Synergy Asset Management, LLC
CLOSED028,945-28,945-100%$471.5K$0-$471.5K2026-11-05
Capital Investment Advisory Services, LLC
CLOSED028,064-28,064-100%$457.2K$0-$457.2K2026-10-30
Axxcess Wealth Management, LLC
CLOSED019,394-19,394-100%$315.9K$0-$315.9K2026-10-21
Arlington Capital Management Inc
CLOSED017,422-17,422-100%$283.8K$0-$283.8K2026-10-30
Osaic Holdings, Inc.
N/A—452,638-452,638-100%$7.4M———
Sequent Planning LLC
N/A—291,198-291,198-100%$4.7M———
Cetera Investment Advisers
N/A—149,754-149,754-100%$2.4M———
Envestnet Asset Management Inc
N/A—137,401-137,401-100%$2.2M———
Advisory Services Network, LLC
N/A—104,347-104,347-100%$1.7M———
Susquehanna International Group, LLP
N/A—85,085-85,085-100%$1.4M———
MML Investors Services, LLC
N/A—56,113-56,113-100%$914.1K———
Integrated Wealth Concepts LLC
N/A—55,507-55,507-100%$904.2K———
Secured Retirement Advisors, LLC
N/A—30,717-30,717-100%$500.4K———
Harbour Investments, Inc.
N/A—27,485-27,485-100%$447.7K———
Kovack Advisors, Inc.
N/A—21,489-21,489-100%$351.5K———
Compass Capital Corp
N/A—13,293-13,293-100%$227.6K———
Regatta Research & Money Management
N/A—5,202-5,202-100%$84.7K———
AE Wealth Management LLC
N/A—1,013-1,013-100%$16.5K———
Capital Analysts, LLC
N/A—508-508-100%$8———
Jones Financial Companies Lllp
N/A—476-476-100%$7.8K———
Integrity Financial Corp
N/A—277-277-100%$4.5K———
Aptus Capital Advisors, LLC
N/A—100-100-100%$1.6K———
Global Retirement Partners, LLC
N/A—56-56-100%$912———
Park Square Financial Group, LLC
N/A—36-36-100%$586———
Morgan Stanley
N/A—28-28-100%$457———
Showing 40 of 40 institutions