HoldingsChannel.com
Gladstone Institutional Advisory LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
FIRST TR EXCHANGE TRADED FD (FTSM) 504,839 +46,399 $30,336
     FTSM504,839+46,399$30,336
SCHWAB STRATEGIC TR 523,296 +5,837 $17,598
     SCHF523,296+5,837$17,598
SCHWAB STRATEGIC TR 137,055 +2,225 $12,734
     SCHG137,055+2,225$12,734
SCHWAB STRATEGIC TR 206,915 +4,653 $12,440
     SCHV206,915+4,653$12,440
FIRST TR EXCHANGE TRADED FD (FCVT) 325,991 +68,127 $10,787
     FCVT325,991+68,127$10,787
ISHARES TR (IVV) 32,365 +131 $10,462
     IVV32,365+131$10,462
ISHARES TR (IJH) 46,945 +752 $9,663
     IJH46,945+752$9,663
ISHARES TR (IVE) 61,953 -377 $8,059
     IVE61,953-377$8,059
ISHARES TR (USMV) 121,391 +4,172 $7,964
     USMV121,391+4,172$7,964
ISHARES TR (IVW) 40,304 +1,226 $7,805
     IVW40,304+1,226$7,805
FIRST TR LRG CP GRWTH ALPHAD (FTC) 103,962 -2,674 $7,581
     FTC103,962-2,674$7,581
ISHARES TR (ITOT) 103,403 +18,875 $7,516
     ITOT103,403+18,875$7,516
SPDR S&P 500 ETF TR (SPY) 21,627 -12,233 $6,961
     SPY21,627-12,233$6,961
FIRST TR LRG CP VL ALPHADEX (FTA) 117,377 -70,601 $6,633
     FTA117,377-70,601$6,633
VANGUARD INDEX FDS (VTI) 40,535 -3,155 $6,632
     VTI40,535-3,155$6,632
FIRST TR EXCH TRADED FD III (FMHI) 113,875 -380 $6,071
     FMHI113,875-380$6,071
ISHARES INC (IEMG) 108,482 -1,651 $5,832
     IEMG108,482-1,651$5,832
ISHARES TR (AGG) 49,764 +6,955 $5,592
     AGG49,764+6,955$5,592
SPDR SERIES TRUST (MDYG) 96,788 +3,500 $5,526
     MDYG96,788+3,500$5,526
APPLE INC 17,447 +357 $5,123
     AAPL17,447+357$5,123
SPDR SERIES TRUST (MDYV) 93,325 +924 $5,112
     MDYV93,325+924$5,112
ISHARES TR (IEFA) 76,553 +4,457 $4,994
     IEFA76,553+4,457$4,994
FIRST TR EXCHANG TRADED FD I (FMB) 81,162 +1,782 $4,508
     FMB81,162+1,782$4,508
FIRST TR MID CAP CORE ALPHAD (FNX) 60,284 +9,285 $4,370
     FNX60,284+9,285$4,370
SCHWAB STRATEGIC TR 80,760 -29,728 $4,077
     SCHO80,760-29,728$4,077
SCHWAB STRATEGIC TR 86,363 +1,293 $3,969
     SCHH86,363+1,293$3,969
SCHWAB STRATEGIC TR 144,296 +3,395 $3,949
     SCHE144,296+3,395$3,949
VANGUARD INDEX FDS (VOO) 13,271 -3,198 $3,926
     VOO13,271-3,198$3,926
AMAZON COM INC 1,951 -15 $3,605
     AMZN1,951-15$3,605
SPDR SERIES TRUST (SLYV) 50,829 +866 $3,340
     SLYV50,829+866$3,340
VANGUARD INDEX FDS (VUG) 18,315 -3,270 $3,337
     VUG18,315-3,270$3,337
FIRST TR EXCNGE TRD ALPHADEX (FNY) 68,835 -29,700 $3,295
     FNY68,835-29,700$3,295
FIRST TR SML CP CORE ALPHA F (FYX) 46,499 +3,633 $3,019
     FYX46,499+3,633$3,019
EXXON MOBIL CORP 42,283 +1,268 $2,951
     XOM42,283+1,268$2,951
FIRST TR EXCH TRD ALPHA FD I (FEM) 107,428 -17,612 $2,851
     FEM107,428-17,612$2,851
ISHARES TR (FLOT) 54,925 +45,566 $2,797
     FLOT54,925+45,566$2,797
PHILLIPS 66 24,732 -309 $2,756
     PSX24,732-309$2,756
GOLDMAN SACHS ETF TR (GSLC) 42,062 +1,936 $2,720
     GSLC42,062+1,936$2,720
FIRST TR LRGE CP CORE ALPHA (FEX) 40,744 +305 $2,658
     FEX40,744+305$2,658
BRISTOL MYERS SQUIBB CO 41,048 +4,829 $2,635
     BMY41,048+4,829$2,635
SPDR SERIES TRUST (SLYG) 40,612 +1,261 $2,620
     SLYG40,612+1,261$2,620
FIDELITY COVINGTON TR 70,192 +3,053 $2,278
     FDVV70,192+3,053$2,278
MICROSOFT CORP 13,968 -91 $2,203
     MSFT13,968-91$2,203
VANGUARD SCOTTSDALE FDS (VCIT) 23,779 +2,126 $2,172
     VCIT23,779+2,126$2,172
FIRST TR EXCNGE TRD ALPHADEX (FNK) 59,419 -24,671 $2,140
     FNK59,419-24,671$2,140
FIRST TR EXCNGE TRD ALPHADEX (FYT) 55,235 -19,412 $2,117
     FYT55,235-19,412$2,117
ISHARES TR (MTUM) 16,767 -2,042 $2,105
     MTUM16,767-2,042$2,105
VANGUARD BD INDEX FD INC (BND) 24,948 +2,900 $2,092
     BND24,948+2,900$2,092
FIRST TR VALUE LINE DIVID IN (FVD) 57,819 +22,577 $2,083
     FVD57,819+22,577$2,083
ISHARES TR (IUSG) 29,342 +480 $1,985
     IUSG29,342+480$1,985

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 12/31/2019: $407,969
At 09/30/2019: $393,175

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 - 2020, 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.