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First Tr Exchng Traded Fd Vi shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $28M 1.1M 26.57
2023-09-30 $27M 1.1M 24.49

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 Tr Exchng Traded Fd Vi

Advisor Group Holdings
Commonwealth Equity Services
AE Wealth Management
Cambridge Investment Research Advisors
CWM
Janney Montgomery Scott
Kestra Advisory Services
Royal Bank of Canada
Private Advisor
Tradition Wealth Management
Milestone Asset Management
Hobart Private Capital
Gladstone Institutional Advisory
Atria Wealth Solutions
Good Life Advisors

View all funds holding First Tr Exchng Traded Fd Vi