Gladstone Institutional Advisory LLC - FIRST TR MID CAP CORE ALPHAD ownership

FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 112 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of FIRST TR MID CAP CORE ALPHAD
ValueSharesWeighting
Q3 2022$1,499
+348.8%
18,671
+367.1%
0.12%
+350.0%
Q2 2022$334
-15.0%
3,997
-0.1%
0.03%
-3.7%
Q1 2022$393
-20.4%
4,000
-16.7%
0.03%
-28.9%
Q4 2021$494
+19.0%
4,804
+13.0%
0.04%
-7.3%
Q3 2021$415
+7.5%
4,252
+10.4%
0.04%
-10.9%
Q2 2021$386
+26.1%
3,851
+18.1%
0.05%
-4.2%
Q1 2021$306
+15.5%
3,261
+2.2%
0.05%
-9.4%
Q4 2020$265
+26.8%
3,190
+0.5%
0.05%
+6.0%
Q3 2020$209
-99.9%
3,175
-4.1%
0.05%
-5.7%
Q2 2020$207,000
-55.2%
3,310
-65.5%
0.05%
-55.5%
Q1 2020$462,000
-89.4%
9,588
-84.1%
0.12%
-88.9%
Q4 2019$4,370,000
+26.9%
60,284
+18.2%
1.07%
+22.3%
Q3 2019$3,445,000
+33.7%
50,999
+36.1%
0.88%
+11.6%
Q2 2019$2,577,000
+68.2%
37,462
+63.9%
0.78%
+39.7%
Q1 2019$1,532,000
+213.3%
22,854
+170.1%
0.56%
+97.2%
Q4 2018$489,0008,4610.28%
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q4 2018
NameSharesValueWeighting ↓
Golden State Equity Partners 96,497$9,426,0003.84%
BELLEVUE ASSET MANAGEMENT, LLC 62,015$6,122,0003.75%
Arrow Investment Advisors, LLC 56,333$5,508,0003.61%
Total Clarity Wealth Management, Inc. 33,502$3,272,0001.56%
Holloway Wealth Management, LLC 37,016$3,616,0001.10%
LexAurum Advisors, LLC 32,272$3,152,0000.93%
DHJJ Financial Advisors, Ltd. 16,843$1,645,0000.85%
PACIFIC SUN FINANCIAL CORP 12,159$1,188,0000.68%
Harvest Investment Services, LLC 16,665$1,627,0000.66%
Dorsey Wright & Associates 28,532$2,787,0000.61%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders