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First Tr Exch Trd Alphadex sml cp grw a shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of First Tr Exch Trd Alphadex sml cp grw a (FYC) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in First Tr Exch Trd Alphadex sml cp grw a

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Trd Alphadex sml cp grw a 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 Exch Trd Alphadex sml cp grw a by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 12k 96.99
2021-12-31 $870k 12k 74.57
2021-09-30 $869k 12k 71.56
2021-06-30 $906k 12k 73.25
2020-03-31 $211k 6.5k 32.63
2019-12-31 $1.7M 36k 46.66
2019-09-30 $2.6M 59k 43.88
2019-06-30 $2.4M 51k 46.55
2019-03-31 $720k 16k 46.17
2018-12-31 $587k 15k 40.13

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPTI)
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Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYV)
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Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Gladstone Institutional Advisory

Top funds holding First Tr Exch Trd Alphadex sml cp grw a

LPL Financial
Wells Fargo & Company
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
Bank of America Corporation
Stifel Financial
Envestnet Asset Management
UBS Group
Royal Bank of Canada
Eclectic Associates
Richmond Investment Services
New Wave Wealth Advisors
Concurrent Investment Advisors
Integrity Advisory Solutions

View all funds holding First Tr Exch Trd Alphadex sml cp grw a