Gladstone Institutional Advisory LLC First Tr Exchange Traded Fd Transaction History

Gladstone Institutional Advisory LLC

$2.07 Billion
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$29.53 - $32.27 $3.56 Million - $3.89 Million	-120,644 Closed	0 $0
Q4 2021 Jan 27, 2023	SELL	$29.7 - $31.9 $450,459 - $483,827	-15,167 Reduced 11.17%	120,644 $3.83 Million
Q4 2021 Feb 11, 2022	SELL	$29.7 - $31.9 $450,459 - $483,827	-15,167 Reduced 11.17%	120,644 $3.83 Million
Q3 2021 Jan 27, 2023	SELL	$29.97 - $31.5 $22,237 - $23,373	-742 Reduced 0.54%	135,811 $4.07 Million
Q3 2021 Nov 15, 2021	SELL	$29.97 - $31.5 $22,237 - $23,373	-742 Reduced 0.54%	135,811 $4.07 Million
Q2 2021 Jan 27, 2023	BUY	$29.71 - $30.98 $4.06 Million - $4.23 Million	136,553 New	136,553 $4.18 Million
Q2 2021 Aug 13, 2021	BUY	$29.71 - $30.98 $4.06 Million - $4.23 Million	136,553 New	136,553 $4.18 Million

Others Institutions Holding EDOW

# of Institutions

73

Shares Held

4.51M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

983K
Shares

$38.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

795K
Shares

$31.2 Million
0.0% of portfolio
Vestmark Advisory Solutions, Inc.

559K
Shares

$21.9 Million
0.35% of portfolio
Commonwealth Equity Services, LLC

210K
Shares

$8.24 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

197K
Shares

$7.73 Million
0.02% of portfolio

About FIRST TR EXCHANGE TRADED FD

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