Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Total 13F shares
-
4,193,538
-
Share change
-
+323,330
-
Total reported value
-
$99,016,400
-
Price per share
-
$22.49
-
Number of holders
-
33
-
Value change
-
+$7,382,470
-
Number of buys
-
17
-
Number of sells
-
17
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q3 2020
As of 30 Sep 2020,
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,193,538 shares.
The largest 10 holders included
CWM, LLC, COMMONWEALTH EQUITY SERVICES, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, HARVEST GROUP WEALTH MANAGEMENT, LLC, ROYAL BANK OF CANADA, RAYMOND JAMES & ASSOCIATES, D.A. DAVIDSON & CO., Janney Montgomery Scott LLC, and UNITED CAPITAL FINANCIAL ADVISERS, LLC.
This page lists
33
institutional shareholders reporting positions in this security
for the Q3 2020 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.