Q2 2022 13F Holders as of 6/30/2022
-
Type / Class
-
Equity / DORSEYWRGT ETF
-
Number of holders
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23
-
Total shares
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5.59M
-
Shares change
-
+655K
-
Total reported value, excl. options
-
$142M
-
Value change
-
+$16.2M
-
Number of buys
-
16
-
Number of sells
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-8
-
Price
-
$25.35
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSEYWRGT ETF (DALI) as of Q2 2022
22 filings reported holding DALI - FIRST TR EXCHANGE-TRADED FD - DORSEYWRGT ETF as of Q2 2022.
FIRST TR EXCHANGE-TRADED FD - DORSEYWRGT ETF (DALI) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.59M shares
.
Largest 10 shareholders include Strid Group, LLC (4.2M shares), LPL Financial LLC (607K shares), Raymond James Financial Services Advisors, Inc. (149K shares), RAYMOND JAMES & ASSOCIATES (123K shares), Anfield Capital Management, LLC (86.5K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (73.9K shares), BANK OF AMERICA CORP /DE/ (61.4K shares), Kestra Advisory Services, LLC (56.3K shares), Veritable, L.P. (50.9K shares), and ENVESTNET ASSET MANAGEMENT INC (41K shares).
This table shows the top 23 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.