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

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

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

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw opportunis 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 tcw opportunis by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 238k 44.60
2023-09-30 $9.6M 228k 42.06
2023-06-30 $11M 237k 44.17
2023-03-31 $9.9M 221k 45.06
2022-12-31 $9.9M 226k 43.92
2022-09-30 $10M 238k 43.54
2022-06-30 $11M 244k 46.37
2022-03-31 $12M 234k 49.58
2021-12-31 $5.9M 111k 53.22
2021-09-30 $6.8M 127k 53.55
2021-06-30 $6.5M 122k 53.63
2021-03-31 $7.6M 144k 52.83
2020-12-31 $7.6M 139k 54.73
2020-09-30 $13M 227k 55.03
2020-06-30 $2.5M 45k 54.79
2020-03-31 $441k 8.4k 52.76
2019-12-31 $251k 4.8k 51.86
2019-09-30 $255k 4.8k 52.69
2019-06-30 $251k 4.8k 51.86
2019-03-31 $245k 4.8k 50.62
2018-12-31 $239k 4.8k 49.38

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 tcw opportunis

Wells Fargo & Company
Signature Estate and Investment Advisors
UBS Group
Raymond James Financial Services Advisors
Bank of America Corporation
Advisor Group Holdings
Raymond James & Associates
LVZ Advisors
Allen Capital Group
Pine Valley Investments Ltd Liability
Commonwealth Equity Services
Kestra Advisory Services
Private Advisor
Stifel Financial
Cambridge Investment Research Advisors

View all funds holding First Tr Exchng Traded Fd Vi tcw opportunis