Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / DORSEYWRIGHT MOM
-
Total 13F shares
-
1,156,987
-
Share change
-
+109,715
-
Total reported value
-
$43,657,035
-
Price per share
-
$37.77
-
Number of holders
-
37
-
Value change
-
+$4,238,745
-
Number of buys
-
23
-
Number of sells
-
7
Institutional Holders of FIRST TR EXCHANGE TRADED FD - DORSEYWRIGHT MOM (DDIV) as of Q4 2024
As of 31 Dec 2024,
FIRST TR EXCHANGE TRADED FD - DORSEYWRIGHT MOM (DDIV) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,156,987 shares.
The largest 10 holders included
Virtus Wealth Solutions LLC, COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, Steward Partners Investment Advisory, LLC, Independent Advisor Alliance, Kesler, Norman & Wride, LLC, GOLDMAN SACHS GROUP INC, Synergy Asset Management, LLC, MORGAN STANLEY, and TCFG WEALTH MANAGEMENT, LLC.
This page lists
38
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.