Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Total 13F shares
-
3,331,022
-
Share change
-
-3,526,471
-
Total reported value
-
$66,620,132
-
Price per share
-
$20.00
-
Number of holders
-
47
-
Value change
-
-$69,856,711
-
Number of buys
-
8
-
Number of sells
-
32
Institutional Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) as of Q1 2025
As of 31 Mar 2025,
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,331,022 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, CITADEL ADVISORS LLC, BANK OF AMERICA CORP /DE/, Genesee Capital Advisors, LLC, Prospera Financial Services Inc, NewEdge Advisors, LLC, and Trueblood Wealth Management, LLC.
This page lists
48
institutional shareholders reporting positions in this security
for the Q1 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.