Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / DORSEYWRIGHT MOM
-
Total 13F shares
-
1,166,563
-
Share change
-
-131,361
-
Total reported value
-
$44,061,227
-
Price per share
-
$37.77
-
Number of holders
-
35
-
Value change
-
-$4,961,833
-
Number of buys
-
18
-
Number of sells
-
14
Institutional Holders of FIRST TR EXCHANGE TRADED FD - DORSEYWRIGHT MOM (DDIV) as of Q1 2025
As of 31 Mar 2025,
FIRST TR EXCHANGE TRADED FD - DORSEYWRIGHT MOM (DDIV) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,166,563 shares.
The largest 10 holders included
Virtus Wealth Solutions LLC, COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, Brookwood Investment Group LLC, Synergy Asset Management, LLC, Steward Partners Investment Advisory, LLC, Kesler, Norman & Wride, LLC, GOLDMAN SACHS GROUP INC, MORGAN STANLEY, and Compound Planning, Inc..
This page lists
35
institutional shareholders reporting positions in this security
for the Q1 2025 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.