Gladstone Institutional Advisory »

First Trust Large Cap Value Opp Fnd shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in First Trust Large Cap Value Opp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Large Cap Value Opp Fnd held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Large Cap Value Opp Fnd by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $669k 9.4k 70.84
2023-09-30 $812k 13k 64.78
2023-06-30 $986k 15k 66.68
2023-03-31 $976k 15k 66.40
2022-12-31 $2.5M 38k 65.81
2022-09-30 $917k 16k 57.67
2022-06-30 $1.4M 23k 62.12
2022-03-31 $984k 14k 70.49
2021-12-31 $2.1M 30k 69.87
2021-09-30 $1.9M 29k 64.42
2021-06-30 $1.9M 28k 65.66
2021-03-31 $1.6M 25k 63.67
2020-12-31 $1.4M 25k 54.94
2020-09-30 $1.6M 33k 46.68
2020-06-30 $8.2M 180k 45.47
2020-03-31 $6.1M 165k 36.80
2019-12-31 $6.6M 117k 56.51
2019-09-30 $9.7M 188k 51.57
2019-06-30 $8.2M 156k 52.14
2019-03-31 $6.9M 134k 51.57
2018-12-31 $5.6M 121k 46.23

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding First Trust Large Cap Value Opp Fnd

UBS Group
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Wells Fargo & Company
Kaydan Wealth Management
Royal Bank of Canada
Kingsview Wealth Management
Private Advisor
Raymond James & Associates
Midwest Heritage Bank
Cambridge Investment Research Advisors
Commonwealth Equity Services
H D Vest Advisory Services
Holistic Financial Partners

View all funds holding First Trust Large Cap Value Opp Fnd