BGLD — FIRST TR EXCHANGE-TRADED FD

Ownership history in Sequent Planning LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in FIRST TR EXCHANGE-TRADED FD (BGLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.97% (2025 Q1)
Avg. % of fund
4.18%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 159,094 +978 +0.6% 0.69% $2.7M $17.11
2025 Q3 REDUCED 158,116 -751,728 -82.6% 1.07% $3.8M $16.70
2025 Q2 REDUCED 909,844 -12,202 -1.3% 6.19% $19.5M $15.04
2025 Q1 ADDED 922,046 +37,022 +4.2% 6.97% $19.4M $14.72
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BGLD price (monthly, adj. close)

Other funds also holding BGLD

As of 2025 Q4 — sorted by position size

Arlington Capital Management, Inc. 3Y 7Y 1.42% Split Rock Private Trading & Wealth Management, LLC 0.59% SECURED RETIREMENT ADVISORS, LLC 0.27% VISIONARY HORIZONS, LLC 0.21% Capital Investment Advisory Services, LLC 3Y 7Y 0.04% Sigma Planning Corp 3Y 7Y 0.02% Advisory Services Network, LLC 3Y 7Y 0.02% Kovack Advisors, Inc. 3Y 7Y 0.02% Financial Network Wealth Advisors LLC 0.02% BIP Wealth, LLC 0.01%
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