Gladstone Institutional Advisory LLC - FIRST TR SML CP CORE ALPHA F ownership

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FIRST TR SML CP CORE ALPHA F's ticker is FYX and the CUSIP is 33734Y109. A total of 135 filers reported holding FIRST TR SML CP CORE ALPHA F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of FIRST TR SML CP CORE ALPHA F
ValueSharesWeighting
Q3 2023$242,025
-1.3%
3,001
+0.6%
0.02%
+6.7%
Q2 2023$245,266
+2.0%
2,982
-0.1%
0.02%
-6.2%
Q1 2023$240,482
+1.3%
2,984
-1.4%
0.02%
-5.9%
Q4 2022$237,431
+107334.8%
3,027
-0.6%
0.02%0.0%
Q3 2022$221
-2.2%
3,044
+3.3%
0.02%
-5.6%
Q2 2022$226
-16.3%
2,9480.0%0.02%0.0%
Q1 2022$270
+0.4%
2,948
+6.2%
0.02%
-14.3%
Q4 2021$269
-14.6%
2,775
-19.4%
0.02%
-32.3%
Q3 2021$315
-86.8%
3,444
-86.5%
0.03%
-89.0%
Q2 2021$2,386
+1075.4%
25,582
+1039.5%
0.28%
+784.4%
Q1 2021$203
-99.9%
2,245
-71.7%
0.03%
-61.9%
Q1 2020$327,000
-89.2%
7,941
-82.9%
0.08%
-88.6%
Q4 2019$3,019,000
+17.2%
46,499
+8.5%
0.74%
+13.0%
Q3 2019$2,575,000
+22.7%
42,866
+25.6%
0.66%
+2.3%
Q2 2019$2,099,000
+51.0%
34,136
+51.5%
0.64%
+25.5%
Q1 2019$1,390,000
+115.2%
22,536
+89.0%
0.51%
+35.6%
Q4 2018$646,000–11,921–0.38%–
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Other shareholders
FIRST TR SML CP CORE ALPHA F shareholders Q4 2021
NameSharesValueWeighting ↓
Hapanowicz & Associates Financial Services, Inc 202,149$15,495,00012.09%
Spectrum Wealth Advisory Group, LLC 68,066$5,217,0005.82%
AVAII WEALTH MANAGEMENT, LLC 55,973$4,290,0004.59%
RETIREMENT GUYS FORMULA LLC 47,684$3,655,0003.75%
MTM Investment Management, LLC 35,731$2,778,0001.50%
Perennial Investment Advisors, LLC 23,066$1,767,0000.69%
Western Wealth Management, LLC 152,482$11,697,0000.67%
ARS Wealth Advisors Group, LLC 61,019$4,677,0000.64%
MONECO Advisors, LLC 19,776$1,516,0000.59%
Regal Investment Advisors LLC 68,251$5,231,0000.54%
View complete list of FIRST TR SML CP CORE ALPHA F shareholders