Gladstone Institutional Advisory LLC First Trust Dorsey Wright Focu Transaction History

Gladstone Institutional Advisory LLC

$2.5 Billion
Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 66,928 shares of FV stock, worth $4.07 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

66,928

Holding current value

$4.07 Million

% of portfolio

0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$59.23 - $62.14 $3.96 Million - $4.16 Million	66,928 New	66,928 $4.14 Million
Q2 2023 Aug 10, 2023	BUY	$43.02 - $46.91 $723,725 - $789,166	16,823 Added 249.9%	23,555 $1.1 Million
Q1 2023 May 12, 2023	BUY	$42.68 - $48.77 $287,321 - $328,319	6,732 New	6,732 $303,000
Q1 2020 May 14, 2020	SELL	$22.4 - $33.96 $183,657 - $278,438	-8,199 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$28.8 - $31.69 $7,689 - $8,461	-267 Reduced 3.15%	8,199 $259,000

Q3 2019 Nov 13, 2019	BUY	$29.51 - $30.36 $249,831 - $257,027	8,466 New	8,466 $251,000
Q2 2019 Aug 14, 2019	SELL	N/A	-39,706 Closed	0 $0
Q1 2019 May 10, 2019	BUY	N/A	3,919 Added 10.95%	39,706 $1.19 Million
Q4 2018 Feb 13, 2019	BUY	N/A	35,787 New	35,787 $904,000

Others Institutions Holding FV

# of Institutions

350

Shares Held

42.8M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

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Gladstone Institutional Advisory LLC First Trust Dorsey Wright Focu Transaction History