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First Tr Exchange-traded shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of First Tr Exchange-traded (FICS) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded 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 Exchange-traded by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $446k 12k 38.14
2025-06-30 $346k 8.8k 39.35
2025-03-31 $252k 6.9k 36.64
2024-12-31 $358k 11k 33.95
2024-09-30 $410k 11k 37.48
2024-06-30 $311k 9.1k 34.20

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Wisdomtree Tr Floatng Rat Trea (USFR)
Purecycle Technologies (PCT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Gladstone Institutional Advisory

Top funds holding First Tr Exchange-traded

LPL Financial
Cetera Investment Advisers
Raymond James Financial
CWM
Key FInancial
Good Life Advisors
Advisor Group Holdings
Chris Bulman
Brookstone Capital Management
Golden State Wealth Management
Centennial Wealth Advisory
World Equity Group
Midwest Financial Group
Harbour Investments
Commonwealth Equity Services

View all funds holding First Tr Exchange-traded