HoldingsChannel.com
Gladstone Institutional Advisory LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
FIRST TR EXCHANGE TRADED FD (FTSM) 458,440 +204,105 $27,539
     FTSM458,440+204,105$27,539
SCHWAB STRATEGIC TR 517,459 +3,981 $16,486
     SCHF517,459+3,981$16,486
SCHWAB STRATEGIC TR 202,262 +2,291 $11,474
     SCHV202,262+2,291$11,474
SCHWAB STRATEGIC TR 134,830 +118 $11,327
     SCHG134,830+118$11,327
SPDR S&P 500 ETF TR (SPY) 33,860 +19,194 $10,049
     SPY33,860+19,194$10,049
FIRST TR LRG CP VL ALPHADEX (FTA) 187,978 +31,579 $9,694
     FTA187,978+31,579$9,694
ISHARES TR (IVV) 32,234 -1,342 $9,622
     IVV32,234-1,342$9,622
ISHARES TR (IJH) 46,193 +31,056 $8,926
     IJH46,193+31,056$8,926
FIRST TR EXCHANGE TRADED FD (FCVT) 257,864 +16,047 $8,045
     FCVT257,864+16,047$8,045
ISHARES TR (USMV) 117,219 +18,668 $7,514
     USMV117,219+18,668$7,514
FIRST TR LRG CP GRWTH ALPHAD (FTC) 106,636 +34,465 $7,462
     FTC106,636+34,465$7,462
ISHARES TR (IVE) 62,330 +46,474 $7,426
     IVE62,330+46,474$7,426
ISHARES TR (IVW) 39,078 +34,266 $7,035
     IVW39,078+34,266$7,035
VANGUARD INDEX FDS (VTI) 43,690 -14,258 $6,597
     VTI43,690-14,258$6,597
FIRST TR EXCH TRADED FD III (FMHI) 114,255 +13,831 $6,084
     FMHI114,255+13,831$6,084
ISHARES TR (ITOT) 84,528 +4,293 $5,670
     ITOT84,528+4,293$5,670
SCHWAB STRATEGIC TR 110,488 -18,243 $5,590
     SCHO110,488-18,243$5,590
ISHARES INC (IEMG) 110,133 +62,962 $5,399
     IEMG110,133+62,962$5,399
SPDR SERIES TRUST (MDYG) 93,288 +1,397 $5,011
     MDYG93,288+1,397$5,011
ISHARES TR (AGG) 42,809 +2,192 $4,844
     AGG42,809+2,192$4,844
SPDR SERIES TRUST (MDYV) 92,401 +1,539 $4,742
     MDYV92,401+1,539$4,742
VANGUARD INDEX FDS (VOO) 16,469 +1,830 $4,489
     VOO16,469+1,830$4,489
FIRST TR EXCHANG TRADED FD I (FMB) 79,380 +34,182 $4,410
     FMB79,380+34,182$4,410
FIRST TR EXCNGE TRD ALPHADEX (FNY) 98,535 +10,857 $4,409
     FNY98,535+10,857$4,409
ISHARES TR (IEFA) 72,096 +37,224 $4,403
     IEFA72,096+37,224$4,403
SCHWAB STRATEGIC TR 85,070 +1,861 $4,013
     SCHH85,070+1,861$4,013
APPLE INC 17,090 +2,707 $3,828
     AAPL17,090+2,707$3,828
VANGUARD INDEX FDS (VUG) 21,585 -5,353 $3,589
     VUG21,585-5,353$3,589
SCHWAB STRATEGIC TR 140,901 +4,556 $3,541
     SCHE140,901+4,556$3,541
FIRST TR MID CAP CORE ALPHAD (FNX) 50,999 +13,537 $3,445
     FNX50,999+13,537$3,445
AMAZON COM INC 1,966 +224 $3,412
     AMZN1,966+224$3,412
SPDR SERIES TRUST (SLYV) 49,963 +1,122 $3,061
     SLYV49,963+1,122$3,061
FIRST TR EXCH TRD ALPHA FD I (FEM) 125,040 +24,944 $2,943
     FEM125,040+24,944$2,943
EXXON MOBIL CORP 41,015 +37,063 $2,896
     XOM41,015+37,063$2,896
FIRST TR EXCNGE TRD ALPHADEX (FNK) 84,090 +14,863 $2,827
     FNK84,090+14,863$2,827
FIRST TR EXCNGE TRD ALPHADEX (FYT) 74,647 +9,014 $2,585
     FYT74,647+9,014$2,585
FIRST TR SML CP CORE ALPHA F (FYX) 42,866 +8,730 $2,575
     FYX42,866+8,730$2,575
FIRST TR EXCNGE TRD ALPHADEX (FYC) 58,480 +7,800 $2,566
     FYC58,480+7,800$2,566
PHILLIPS 66 25,041 +25,041 $2,564
     PSX25,041+25,041$2,564
FIRST TR LRGE CP CORE ALPHA (FEX) 40,439 +13,492 $2,463
     FEX40,439+13,492$2,463
GOLDMAN SACHS ETF TR (GSLC) 40,126 -802 $2,403
     GSLC40,126-802$2,403
SPDR SERIES TRUST (SLYG) 39,351 +641 $2,345
     SLYG39,351+641$2,345
ISHARES TR (MTUM) 18,809 +843 $2,243
     MTUM18,809+843$2,243
FIRST TR EXCHANGE TRADED FD (FDN) 16,102 -7,099 $2,168
     FDN16,102-7,099$2,168
FIDELITY COVINGTON TR 67,139 +25,835 $2,028
     FDVV67,139+25,835$2,028
VANGUARD SCOTTSDALE FDS (VCIT) 21,653 -985 $1,976
     VCIT21,653-985$1,976
MICROSOFT CORP 14,059 +3,669 $1,955
     MSFT14,059+3,669$1,955
INVESCO EXCHANGE TRADED FD T (PRF) 16,314 -2,043 $1,923
     PRF16,314-2,043$1,923
VANGUARD BD INDEX FD INC (BND) 22,048 +2,010 $1,862
     BND22,048+2,010$1,862
SPDR GOLD TRUST (GLD) 13,386 +6,456 $1,859
     GLD13,386+6,456$1,859

See Full List: All Stocks Held By Gladstone Institutional Advisory LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Gladstone Institutional Advisory LLC

Size ($ in 1000's)
At 09/30/2019: $393,175
At 06/30/2019: $328,213

Gladstone Institutional Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gladstone Institutional Advisory LLC 13F filings. Link to 13F filings: SEC filings

Gladstone Institutional Advisory LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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