HoldingsChannel.com
Gladstone Institutional Advisory LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 513,478 +45,416 $16,477
     SCHF513,478+45,416$16,477
FIRST TR EXCHANGE TRADED FD (FTSM) 254,335 +96,017 $15,273
     FTSM254,335+96,017$15,273
SCHWAB STRATEGIC TR 199,971 +21,313 $11,226
     SCHV199,971+21,313$11,226
SCHWAB STRATEGIC TR 134,712 +13,229 $11,209
     SCHG134,712+13,229$11,209
ISHARES TR (IVV) 33,576 -5,281 $9,897
     IVV33,576-5,281$9,897
VANGUARD INDEX FDS (VTI) 57,948 +15,019 $8,697
     VTI57,948+15,019$8,697
FIRST TR LRG CP VL ALPHADEX (FTA) 156,399 +22,316 $8,155
     FTA156,399+22,316$8,155
FIRST TR EXCHANGE TRADED FD (FCVT) 241,817 -6,768 $7,581
     FCVT241,817-6,768$7,581
SCHWAB STRATEGIC TR 128,731 -15,652 $6,513
     SCHO128,731-15,652$6,513
ISHARES TR (USMV) 98,551 -8,089 $6,084
     USMV98,551-8,089$6,084
ISHARES TR (ITOT) 80,235 +10,180 $5,346
     ITOT80,235+10,180$5,346
FIRST TR EXCH TRADED FD III (FMHI) 100,424 -4,916 $5,254
     FMHI100,424-4,916$5,254
FIRST TR LRG CP GRWTH ALPHAD (FTC) 72,171 +51,862 $5,076
     FTC72,171+51,862$5,076
SPDR SERIES TRUST (MDYG) 91,891 +9,964 $4,988
     MDYG91,891+9,964$4,988
SPDR SERIES TRUST (MDYV) 90,862 +10,379 $4,668
     MDYV90,862+10,379$4,668
ISHARES TR (AGG) 40,617 +8,144 $4,523
     AGG40,617+8,144$4,523
VANGUARD INDEX FDS (VUG) 26,938 -24,859 $4,401
     VUG26,938-24,859$4,401
SPDR S&P 500 ETF TR (SPY) 14,666 -1,324 $4,297
     SPY14,666-1,324$4,297
FIRST TR EXCNGE TRD ALPHADEX (FNY) 87,678 +5,419 $3,966
     FNY87,678+5,419$3,966
VANGUARD INDEX FDS (VOO) 14,639 +1,049 $3,940
     VOO14,639+1,049$3,940
SCHWAB STRATEGIC TR 83,209 +11,368 $3,698
     SCHH83,209+11,368$3,698
SCHWAB STRATEGIC TR 136,345 +14,670 $3,578
     SCHE136,345+14,670$3,578
FIRST TR EXCHANGE TRADED FD (FDN) 23,201 -2,054 $3,337
     FDN23,201-2,054$3,337
AMAZON COM INC 1,742 +186 $3,299
     AMZN1,742+186$3,299
SPDR SERIES TRUST (SLYV) 48,841 +5,500 $2,964
     SLYV48,841+5,500$2,964
ISHARES TR (IJH) 15,137 +6,815 $2,941
     IJH15,137+6,815$2,941
APPLE INC 14,383 -361 $2,847
     AAPL14,383-361$2,847
FIRST TR MID CAP CORE ALPHAD (FNX) 37,462 +14,608 $2,577
     FNX37,462+14,608$2,577
FIRST TR EXCH TRD ALPHA FD I (FEM) 100,096 +100,096 $2,522
     FEM100,096+100,096$2,522
FIRST TR EXCHANG TRADED FD I (FMB) 45,198 +45,198 $2,475
     FMB45,198+45,198$2,475
ISHARES INC (IEMG) 47,171 +31,811 $2,427
     IEMG47,171+31,811$2,427
GOLDMAN SACHS ETF TR (GSLC) 40,928 -5,747 $2,405
     GSLC40,928-5,747$2,405
FIRST TR EXCNGE TRD ALPHADEX (FNK) 69,227 +52,091 $2,388
     FNK69,227+52,091$2,388
FIRST TR EXCNGE TRD ALPHADEX (FYC) 50,680 +35,085 $2,359
     FYC50,680+35,085$2,359
SPDR SERIES TRUST (SLYG) 38,710 +4,398 $2,358
     SLYG38,710+4,398$2,358
FIRST TR EXCNGE TRD ALPHADEX (FYT) 65,633 +57,184 $2,267
     FYT65,633+57,184$2,267
ISHARES TR (IEFA) 34,872 +13,994 $2,142
     IEFA34,872+13,994$2,142
INVESCO EXCHANGE TRADED FD T (PRF) 18,357 +1,923 $2,141
     PRF18,357+1,923$2,141
ISHARES TR (MTUM) 17,966 -9,944 $2,131
     MTUM17,966-9,944$2,131
FIRST TR SML CP CORE ALPHA F (FYX) 34,136 +11,600 $2,099
     FYX34,136+11,600$2,099
VANGUARD SCOTTSDALE FDS (VCIT) 22,638 +19,870 $2,034
     VCIT22,638+19,870$2,034
ISHARES TR (IUSG) 30,024 +26,103 $1,882
     IUSG30,024+26,103$1,882
ISHARES TR (IVE) 15,856 -1,591 $1,848
     IVE15,856-1,591$1,848
VANGUARD BD INDEX FD INC (BND) 20,038 +15,025 $1,664
     BND20,038+15,025$1,664
FIRST TR LRGE CP CORE ALPHA (FEX) 26,947 -975 $1,650
     FEX26,947-975$1,650
FIRST TR NASDAQ100 TECH INDE (QTEC) 19,134 -10,819 $1,636
     QTEC19,134-10,819$1,636
FIDELITY 50,908 -4,366 $1,625
     FDRR50,908-4,366$1,625
LATTICE STRATEGIES TR 53,176 +19,133 $1,497
     RODM53,176+19,133$1,497
GRACO INC 29,459 +9 $1,478
     GGG29,459+9$1,478
ISHARES TR (IUSV) 25,491 +19,660 $1,444
     IUSV25,491+19,660$1,444

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 06/30/2019: $328,213
At 03/31/2019: $272,438

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.