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First Tr Exchange Traded Fd senior ln shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of First Tr Exchange Traded Fd senior ln (FTSL) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in First Tr Exchange Traded Fd senior ln

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd senior ln 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 senior ln by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 81k 46.07
2023-09-30 $2.7M 60k 45.74
2023-06-30 $2.9M 63k 45.30
2023-03-31 $4.6M 102k 45.24
2022-12-31 $4.9M 110k 44.59
2022-09-30 $6.3M 144k 44.07
2022-06-30 $5.0M 113k 44.10
2022-03-31 $3.7M 79k 47.05
2021-12-31 $9.1M 189k 47.92
2021-09-30 $11M 226k 47.85
2021-06-30 $11M 225k 48.01
2021-03-31 $4.9M 103k 47.89
2020-12-31 $11M 225k 47.59
2020-09-30 $13M 290k 46.01
2020-06-30 $8.9M 196k 45.12
2020-03-31 $2.2M 54k 41.79
2019-12-31 $1.3M 26k 47.94
2019-09-30 $1.3M 26k 47.42
2019-06-30 $1.4M 31k 47.11
2019-03-31 $2.2M 47k 47.11
2018-12-31 $3.2M 71k 45.52

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 Exchange Traded Fd senior ln

Morgan Stanley
LPL Financial
Bank of America Corporation
Royal Bank of Canada
One Capital Management
UBS Group
Wells Fargo & Company
First Trust Advisors
Flaharty Asset Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Envestnet Asset Management
Welch & Forbes
Raymond James & Associates
Kovitz Investment Group Partners

View all funds holding First Tr Exchange Traded Fd senior ln