Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Total 13F shares
-
2,206,391
-
Share change
-
-71,736
-
Total reported value
-
$78,399,476
-
Price per share
-
$35.53
-
Number of holders
-
54
-
Value change
-
-$2,518,683
-
Number of buys
-
20
-
Number of sells
-
24
Institutional Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (FVC) as of Q2 2025
As of 30 Jun 2025,
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (FVC) was held by
54 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,206,391 shares.
The largest 10 holders included
RAYMOND JAMES FINANCIAL INC, Prospera Financial Services Inc, MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, UBS Group AG, Janney Montgomery Scott LLC, Private Advisor Group, LLC, and Geneos Wealth Management Inc..
This page lists
54
institutional shareholders reporting positions in this security
for the Q2 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.