HoldingsChannel.com
Gladstone Institutional Advisory LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
FIRST TR EXCHANGE TRADED FD (FTSM) 522,950 +18,111 $30,870
     FTSM522,950+18,111$30,870
SCHWAB STRATEGIC TR 695,000 +171,704 $17,959
     SCHF695,000+171,704$17,959
SCHWAB STRATEGIC TR 176,179 +39,124 $14,033
     SCHG176,179+39,124$14,033
SCHWAB STRATEGIC TR 272,944 +66,029 $12,083
     SCHV272,944+66,029$12,083
FIRST TR EXCHANGE TRADED FD (FCVT) 318,519 -7,472 $9,106
     FCVT318,519-7,472$9,106
FIRST TR EXCHNG TRADED FD VI (LDSF) 435,838 +435,838 $8,551
     LDSF435,838+435,838$8,551
ISHARES TR (IVV) 32,176 -189 $8,314
     IVV32,176-189$8,314
ISHARES TR (ITOT) 143,169 +39,766 $8,190
     ITOT143,169+39,766$8,190
ISHARES TR (USMV) 147,574 +26,183 $7,971
     USMV147,574+26,183$7,971
ISHARES TR (IVW) 45,494 +5,190 $7,509
     IVW45,494+5,190$7,509
VANGUARD INDEX FDS (VTI) 57,544 +17,009 $7,418
     VTI57,544+17,009$7,418
ISHARES TR (IJH) 49,182 +2,237 $7,076
     IJH49,182+2,237$7,076
ISHARES TR (AGG) 58,050 +8,286 $6,697
     AGG58,050+8,286$6,697
SPDR S&P 500 ETF TR (SPY) 23,766 +2,139 $6,126
     SPY23,766+2,139$6,126
FIRST TR LRG CP VL ALPHADEX (FTA) 164,731 +47,354 $6,062
     FTA164,731+47,354$6,062
APPLE INC 21,919 +4,472 $5,573
     AAPL21,919+4,472$5,573
SPDR SER TR (MDYG) 125,864 +29,076 $5,390
     MDYG125,864+29,076$5,390
ISHARES TR (IVE) 53,032 -8,921 $5,104
     IVE53,032-8,921$5,104
AMAZON COM INC 2,482 +531 $4,840
     AMZN2,482+531$4,840
SPDR SER TR (MDYV) 126,218 +32,893 $4,450
     MDYV126,218+32,893$4,450
FIRST TR EXCH TRADED FD III (FMB) 81,998 +836 $4,434
     FMB81,998+836$4,434
ISHARES INC (IEMG) 107,680 -802 $4,357
     IEMG107,680-802$4,357
VANGUARD INDEX FDS (VOO) 17,834 +4,563 $4,223
     VOO17,834+4,563$4,223
ISHARES TR (IEFA) 83,903 +7,350 $4,186
     IEFA83,903+7,350$4,186
SCHWAB STRATEGIC TR 193,164 +48,868 $3,997
     SCHE193,164+48,868$3,997
MICROSOFT CORP 23,956 +9,988 $3,778
     MSFT23,956+9,988$3,778
SCHWAB STRATEGIC TR 114,955 +28,592 $3,764
     SCHH114,955+28,592$3,764
FIRST TR LARGE CAP GROWTH A (FTC) 54,780 -49,182 $3,282
     FTC54,780-49,182$3,282
FIRST TR VALUE LINE DIVID IN (FVD) 110,747 +52,928 $3,065
     FVD110,747+52,928$3,065
ISHARES TR (IEI) 20,755 +20,755 $2,768
     IEI20,755+20,755$2,768
FIRST TR EXCH TRADED FD III (FMHI) 55,864 -58,011 $2,742
     FMHI55,864-58,011$2,742
SPDR SER TR (SLYV) 67,050 +16,221 $2,740
     SLYV67,050+16,221$2,740
SPDR SER TR (SLYG) 58,334 +17,722 $2,694
     SLYG58,334+17,722$2,694
FIRST TR EXCHANGE TRADED ALP (FNY) 71,335 +2,500 $2,636
     FNY71,335+2,500$2,636
VANGUARD BD INDEX FDS (BND) 30,783 +5,835 $2,627
     BND30,783+5,835$2,627
FIRST TR EXCHANGE TRADED FD (FDN) 20,519 +6,435 $2,539
     FDN20,519+6,435$2,539
GOLDMAN SACHS ETF TR (GSLC) 46,870 +4,808 $2,446
     GSLC46,870+4,808$2,446
VANGUARD INDEX FDS (VUG) 14,856 -3,459 $2,328
     VUG14,856-3,459$2,328
SCHWAB STRATEGIC TR 44,962 -35,798 $2,326
     SCHO44,962-35,798$2,326
BRISTOL MYERS SQUIBB CO 41,095 +47 $2,290
     BMY41,095+47$2,290
ISHARES TR (MTUM) 21,297 +4,530 $2,268
     MTUM21,297+4,530$2,268
VANGUARD STAR FDS (VXUS) 53,577 +45,270 $2,248
     VXUS53,577+45,270$2,248
FIRST TR EXCHANGE TRADED FD (FTSL) 53,772 +27,634 $2,247
     FTSL53,772+27,634$2,247
FIRST TR EXCHANGE TRADED FD (HYLS) 49,445 +34,929 $2,076
     HYLS49,445+34,929$2,076
VANGUARD SCOTTSDALE FDS (VCIT) 23,407 -372 $2,039
     VCIT23,407-372$2,039
SPDR GOLD TRUST (GLD) 13,224 +1,633 $1,958
     GLD13,224+1,633$1,958
ISHARES TR (IWF) 12,941 +1,824 $1,949
     IWF12,941+1,824$1,949
FIRST TR LRGE CP CORE ALPHA (FEX) 39,466 -1,278 $1,880
     FEX39,466-1,278$1,880
FIRST TR EXCHANGE TRADED ALP (FEM) 101,742 -5,686 $1,790
     FEM101,742-5,686$1,790
VANGUARD SCOTTSDALE FDS (VONV) 20,320 +20,320 $1,768
     VONV20,320+20,320$1,768

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 03/31/2020: $387,567
At 12/31/2019: $407,969

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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