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

Back to all holdings Add to watchlist

FIRST TR MID CAP CORE ALPHAD's ticker is FNX and the CUSIP is 33735B108. A total of 159 filers reported holding FIRST TR MID CAP CORE ALPHAD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Links
Filings
External links
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$489,000–8,461–0.28%–
 Download
Other shareholders
FIRST TR MID CAP CORE ALPHAD shareholders Q4 2021
NameSharesValueWeighting ↓
Fortress Wealth Group, LLC 72,518$6,451,7274.30%
BELLEVUE ASSET MANAGEMENT, LLC 49,602$4,560,4223.06%
Golden State Equity Partners 81,059$7,465,5342.08%
Dorsey Wright & Associates 28,735$2,646,0000.82%
DHJJ Financial Advisors, Ltd. 16,695$1,537,6100.78%
Per Stirling Capital Management, LLC. 38,815$3,574,8180.74%
American Institute for Advanced Investment Management, LLP 7,559$736,8060.68%
LVZ, Inc. 45,002$4,144,6610.67%
Coppell Advisory Solutions LLC 20,389$1,790,7770.62%
Kaydan Wealth Management, Inc. 15,065$1,387,4870.55%
View complete list of FIRST TR MID CAP CORE ALPHAD shareholders