Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Total 13F shares
-
4,054,034
-
Share change
-
-152,476
-
Total reported value
-
$102,158,696
-
Price per share
-
$24.55
-
Number of holders
-
36
-
Value change
-
-$3,499,968
-
Number of buys
-
13
-
Number of sells
-
16
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q4 2020
As of 31 Dec 2020,
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,054,034 shares.
The largest 10 holders included
CWM, LLC, COMMONWEALTH EQUITY SERVICES, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, HARVEST GROUP WEALTH MANAGEMENT, LLC, RAYMOND JAMES & ASSOCIATES, ROYAL BANK OF CANADA, Janney Montgomery Scott LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, and LPL Financial LLC.
This page lists
36
institutional shareholders reporting positions in this security
for the Q4 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.