Gladstone Institutional Advisory
FTCS icon

Gladstone Institutional Advisory’s First Trust Capital Strength ETF FTCS Stock Holding History

Gladstone Institutional Advisory’s Portfolio FTCS Stock Details FTCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.78M Buy
29,599
+1,636
+6% +$161K 0.08% 250
2026
Q2 		$2.63M Buy
27,963
+74
+0.3% +$6.91K 0.08% 242
2026
Q1 		$2.59M Sell
27,889
-1,221
-4% -$117K 0.1% 222
2025
Q4 		$2.69M Sell
29,110
-1,458
-5% -$135K 0.1% 215
2025
Q3 		$2.86M Buy
30,568
+1,518
+5% +$140K 0.11% 195
2025
Q2 		$2.64M Buy
29,050
+459
+2% +$40.9K 0.11% 198
2025
Q1 		$2.56M Buy
28,591
+641
+2% +$57.3K 0.12% 189
2024
Q4 		$2.45M Sell
27,950
-1,803
-6% -$164K 0.11% 193
2024
Q3 		$2.7M Sell
29,753
-132
-0.4% -$11.6K 0.13% 180
2024
Q2 		$2.51M Sell
29,885
-3,383
-10% -$282K 0.13% 187
2024
Q1 		$2.85M Sell
33,268
-4,571
-12% -$377K 0.16% 172
2023
Q4 		$3.03M Sell
37,839
-1,839
-5% -$140K 0.17% 152
2023
Q3 		$2.92M Buy
39,678
+918
+2% +$69.5K 0.19% 138
2023
Q2 		$2.91M Buy
38,760
+3,985
+11% +$292K 0.18% 147
2023
Q1 		$2.54M Sell
34,775
-1,114
-3% -$82.1K 0.16% 168
2022
Q4 		$2.69M Sell
35,889
-4,155
-10% -$307K 0.19% 155
2022
Q3 		$2.66M Sell
40,044
-5,414
-12% -$389K 0.21% 120
2022
Q2 		$3.18M Sell
45,458
-5,550
-11% -$408K 0.25% 98
2022
Q1 		$3.99M Sell
51,008
-39,101
-43% -$3.04M 0.27% 99
2021
Q4 		$7.62M Sell
90,109
-735
-0.8% -$59K 0.59% 37
2021
Q3 		$6.8M Buy
90,844
+455
+0.5% +$35.5K 0.66% 33
2021
Q2 		$6.83M Sell
90,389
-39,019
-30% -$2.9M 0.82% 27
2021
Q1 		$9.16M Buy
129,408
+44,745
+53% +$3.04M 1.42% 13
2020
Q4 		$5.72M Buy
84,663
+78,146
+1,199% +$5.11M 1.14% 22
2020
Q3 		$412K Sell
6,517
-1,870
-22% -$117K 0.1% 163
2020
Q2 		$490K Buy
8,387
+1,936
+30% +$108K 0.12% 131
2020
Q1 		$321K Buy
6,451
+75
+1% +$4.33K 0.08% 180
2019
Q4 		$385K Buy
6,376
+218
+4% +$12.7K 0.09% 163
2019
Q3 		$350K Buy
+6,158
New +$350K 0.09% 183

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gladstone Institutional Advisory's FTCS Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its First Trust Capital Strength ETF (FTCS) stake by 5.9% in Q3 2026, buying an estimated $161K and bringing the position to 29,599 shares worth $2.78M. The position accounts for 0.08% of the portfolio, ranked #250.

Gladstone Institutional Advisory first reported a position in FTCS in Q3 2019 and has held it in 29 quarters since. The position peaked at $9.16M in Q1 2021. 491 funds tracked by Wall St. Rank hold FTCS as of Q3 2026.

  • Gladstone Institutional Advisory held 29,599 shares of First Trust Capital Strength ETF worth $2.78M as of Q3 2026.
  • Gladstone Institutional Advisory bought 1,636 First Trust Capital Strength ETF shares in Q3 2026, an estimated $161K.
  • First Trust Capital Strength ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #250 holding.
  • Gladstone Institutional Advisory first reported a position in First Trust Capital Strength ETF in Q3 2019 and has held it in 29 quarters since.
  • Gladstone Institutional Advisory's First Trust Capital Strength ETF position peaked at $9.16M in Q1 2021.
  • 491 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.