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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in First Tr Exchange Traded Fd dorsey wrt 5 etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd dorsey wrt 5 etf 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 Fd dorsey wrt 5 etf by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 67k 61.92
2025-06-30 $4.1M 70k 59.26
2023-06-30 $1.1M 24k 46.91
2023-03-31 $304k 6.7k 45.08
2019-12-31 $259k 8.2k 31.59
2019-09-30 $251k 8.5k 29.65
2019-03-31 $1.2M 40k 30.07
2018-12-31 $904k 36k 25.26

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 Fd dorsey wrt 5 etf

Morgan Stanley
LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
UBS Group
Royal Bank of Canada
Goss Wealth Management
Advisor Group Holdings
Prospera Financial Services
Concurrent Investment Advisors
Cambridge Investment Research Advisors
Janney Montgomery Scott
Cetera Investment Advisers
Stifel Financial

View all funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf