FIRST TRUST EXCHANGE-TRADED FUND - BGLD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Added to | 437,155 | 7,492 | 0.01% | 0.01% | 1 | +37,550 | 9.4% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | New | 274,564 | 4,706 | 0.8% | — | 2 | +274,564 | New | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 191,272 | 3,278 | 0.01% | 0.01% | 3 | -37,057 | -16.23% | Q1 2026 | Apr 30, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 161,794 | 2,773 | 1.56% | 1.42% | 4 | +26,300 | 19.41% | Q1 2026 | May 01, 2026 |
| Sequent Planning LLC | History | Reduced | 146,781 | 2,515 | 0.61% | 0.69% | 5 | -12,313 | -7.74% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 138,419 | 2,372 | 0.0% | 0.0% | 6 | -26,804 | -16.22% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 137,825 | 2,362 | 0.0% | 0.0% | 7 | +39,297 | 39.88% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 98,325 | 1,685 | 0.02% | 0.02% | 8 | +19,007 | 23.96% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 62,598 | 1,072 | 0.01% | 0.01% | 9 | +21,270 | 51.47% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 46,584 | 798 | 0.0% | 0.0% | 10 | -25,923 | -35.75% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Reduced | 45,608 | 781 | 0.02% | 0.02% | 11 | -1,316 | -2.8% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,189 | 534 | 0.0% | 0.0% | 12 | +704 | 2.31% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 30,330 | 520 | 0.0% | 0.0% | 13 | +3,980 | 15.1% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 29,564 | 506 | 0.04% | 0.04% | 14 | -1,000 | -3.27% | Q1 2026 | May 05, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 29,396 | 503 | 0.28% | 0.27% | 15 | +767 | 2.68% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 28,328 | 485 | 0.01% | 0.01% | 16 | +7,759 | 37.72% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 22,027 | 377 | 0.0% | — | 17 | +22,027 | New | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 20,165 | 350 | 0.02% | 0.01% | 18 | +6,173 | 44.12% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 16,139 | 276 | 0.01% | 0.01% | 19 | -4,714 | -22.61% | Q1 2026 | Apr 27, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 13,341 | 233 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 12,319 | 214 | 0.08% | 0.09% | 21 | -652 | -5.03% | Q1 2026 | May 08, 2026 |
| Csenge Advisory Group | History | Reduced | 10,566 | 181 | 0.01% | 0.01% | 22 | -206 | -1.91% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Added to | 2,453 | 42 | 0.0% | 0.0% | 23 | +2,347 | 2214.15% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | Added to | 1,450 | 24 | 0.01% | 0.0% | 24 | +1,250 | 625.0% | Q1 2026 | Apr 02, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,166 | 19 | 0.02% | 0.02% | 25 | +166 | 16.6% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 1,107 | 18 | 0.0% | — | 26 | +1,107 | New | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 942 | 16 | 0.0% | — | 27 | +942 | New | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 951 | 15 | 0.0% | — | 28 | +951 | New | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 704 | 12 | 0.09% | 0.18% | 30 | -1,013 | -59.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 747 | 12 | 0.0% | 0.0% | 29 | +513 | 219.23% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 508 | 9 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrity Financial Corp /WA | History | New | 277 | 4 | 0.0% | — | 32 | +277 | New | Q1 2026 | May 14, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -43,323 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,924 | -100.0% | Q1 2026 | May 15, 2026 |
| VISIONARY HORIZONS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -24,053 | -100.0% | Q1 2026 | Apr 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,341 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,228 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,597 | -100.0% | Q1 2026 | Jun 02, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,553 | -100.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |