Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Total 13F shares
-
7,311,881
-
Share change
-
-296,493
-
Total reported value
-
$146,238,116
-
Price per share
-
$20.00
-
Number of holders
-
54
-
Value change
-
-$5,843,605
-
Number of buys
-
15
-
Number of sells
-
33
Institutional Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) as of Q1 2024
As of 31 Mar 2024,
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) was held by
54 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,311,881 shares.
The largest 10 holders included
MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., Concurrent Investment Advisors, LLC, NewEdge Advisors, LLC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, OSAIC HOLDINGS, INC., RAYMOND JAMES & ASSOCIATES, BANK OF AMERICA CORP /DE/, and Prospera Financial Services Inc.
This page lists
54
institutional shareholders reporting positions in this security
for the Q1 2024 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.