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 132 filers reported holding FIRST TR SML CP CORE ALPHA F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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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 Q3 2023
NameSharesValueWeighting ↓
Hapanowicz & Associates Financial Services, Inc 219,806$17,716,33512.22%
Spectrum Wealth Advisory Group, LLC 67,990$5,479,9827.39%
Wealth Alliance Advisory Group, LLC 108,513$8,746,1453.27%
Mainsail Financial Group, LLC 29,011$2,318,2152.25%
RETIREMENT GUYS FORMULA LLC 30,009$2,418,7431.73%
MTM Investment Management, LLC 38,925$3,137,3871.61%
Per Stirling Capital Management, LLC. 43,728$3,524,4800.76%
PCA Investment Advisory Services Inc. 13,002$1,048,0380.74%
Root Financial Partners, LLC 12,726$1,025,7470.73%
Western Wealth Management, LLC 74,914$6,038,0750.56%
View complete list of FIRST TR SML CP CORE ALPHA F shareholders