Q2 2019 13F Holders as of 6/30/2019
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Type / Class
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Equity / DORSEYWRGT ETF
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Number of holders
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15
-
Total shares
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2.9M
-
Shares change
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+308K
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Total reported value, excl. options
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$59.2M
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Value change
-
+$6.28M
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Number of buys
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10
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Number of sells
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-3
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Price
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$20.37
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSEYWRGT ETF (DALI) as of Q2 2019
15 filings reported holding DALI - FIRST TR EXCHANGE-TRADED FD - DORSEYWRGT ETF as of Q2 2019.
FIRST TR EXCHANGE-TRADED FD - DORSEYWRGT ETF (DALI) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.9M shares
.
Largest 10 shareholders include Strid Group, LLC (2.03M shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (339K shares), LPL Financial LLC (191K shares), Cornerstone Wealth Management, LLC (58.7K shares), COMMONWEALTH EQUITY SERVICES, LLC (57.6K shares), Veritable, L.P. (53.3K shares), ROYAL BANK OF CANADA (47K shares), BANK OF AMERICA CORP /DE/ (41.2K shares), RAYMOND JAMES & ASSOCIATES (22.2K shares), and CITADEL ADVISORS LLC (17.7K shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
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.