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

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

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

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi low dur strtgc 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 low dur strtgc by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $353k 19k 18.85
2023-09-30 $385k 21k 18.34
2023-06-30 $386k 21k 18.44
2022-12-31 $1.9M 103k 18.44
2022-09-30 $2.0M 109k 18.37
2022-06-30 $1.1M 57k 18.71
2022-03-31 $1.1M 59k 19.40
2021-12-31 $5.4M 270k 20.01
2021-09-30 $6.7M 335k 20.16
2021-06-30 $6.9M 342k 20.29
2021-03-31 $22M 1.1M 20.23
2020-12-31 $19M 940k 20.46
2020-09-30 $20M 969k 20.37
2020-06-30 $18M 883k 20.27
2020-03-31 $8.6M 436k 19.62

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 low dur strtgc

Royal Bank of Canada
Cedrus
Axxcess Wealth Management
Capital Asset Advisory Services
Mutual Advisors
Advisor Group Holdings
Kraft, Davis & Associates
Private Advisor
Raymond James Financial Services Advisors
Commonwealth Equity Services
Jane Street
Raymond James & Associates
Principal Securities
Steward Partners Investment Advisory
Sigma Planning

View all funds holding First Tr Exchng Traded Fd Vi low dur strtgc