Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
5,052,153
-
Shares change
-
+201,832
-
Total reported value, excl. options
-
$108,922,132
-
Value change
-
+$4,351,466
-
Number of buys
-
14
-
Number of sells
-
-5
-
Price
-
$21.56
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (DALI) as of Q4 2023
22 filings reported holding DALI - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT as of Q4 2023.
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (DALI) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,052,153 shares
.
Largest 10 shareholders include Strid Group, LLC (4,243,594 shares), Prospera Financial Services Inc (256,792 shares), LPL Financial LLC (212,536 shares), Pathstone Holdings, LLC (56,685 shares), Anfield Capital Management, LLC (50,888 shares), Raymond James Financial Services Advisors, Inc. (48,937 shares), CITADEL ADVISORS LLC (47,151 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (45,945 shares), RAYMOND JAMES & ASSOCIATES (45,557 shares), and Cambridge Investment Research Advisors, Inc. (12,586 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.