Security Details
| Security Name: | FT VEST GOLD STRATEGY QUARTE |
|---|---|
| Ticker: | BGLD |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 33733E849 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.01B | - | 18 | - |
| 2024-09-30 | $0.02B | +86.8% | 25 | +38.9% |
| 2024-12-31 | $0.04B | +84.5% | 23 | -8.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| SEQUENT PLANNING LLC | $16.2M | 885K | 6.0% |
| MAIA WEALTH LLC | $7.3M | 399K | 1.6% |
| SMART WEALTH LLC | $4.1M | 221K | 1.5% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | $1.8M | 100K | 1.3% |
| SECURED RETIREMENT ADVISORS, LLC | $0.6M | 32K | 0.3% |
| PARK SQUARE FINANCIAL GROUP, LLC | $0.1M | 3K | 0.0% |
| SIGMA PLANNING CORP | $0.5M | 28K | 0.0% |
| HARBOUR INVESTMENTS, INC. | $0.2M | 10K | 0.0% |
| OSAIC HOLDINGS, INC. | $4.9M | 217K | 0.0% |
| ADVISORY SERVICES NETWORK, LLC | $0.7M | 38K | 0.0% |
| AXXCESS WEALTH MANAGEMENT, LLC | $0.2M | 13K | 0.0% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | $2.4M | 133K | 0.0% |
| AE WEALTH MANAGEMENT LLC | $0.1M | 7K | 0.0% |
| CETERA INVESTMENT ADVISERS | $0.9M | 48K | 0.0% |
| MORGAN STANLEY | $0.0M | 0K | 0.0% |
| CAPITAL ANALYSTS, LLC | $0.0M | 0K | 0.0% |
| AMERITAS INVESTMENT PARTNERS, INC. | $0.0M | 0K | 0.0% |
| INTEGRATED WEALTH CONCEPTS LLC | $0.3M | 15K | 0.0% |
| UBS GROUP AG | $0.0M | 1K | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0.3M | 17K | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 62K | 0.0% |
| CENTRICITY WEALTH MANAGEMENT, LLC | $0.0M | 0K | 0.0% |
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