Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Total 13F shares
-
1,861,540
-
Share change
-
-640,122
-
Total reported value
-
$48,928,602
-
Price per share
-
$26.28
-
Number of holders
-
35
-
Value change
-
-$16,784,769
-
Number of buys
-
13
-
Number of sells
-
14
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q4 2022
As of 31 Dec 2022,
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,861,540 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, MORGAN STANLEY, CWM, LLC, RAYMOND JAMES & ASSOCIATES, BANK OF AMERICA CORP /DE/, Prospera Financial Services Inc, AFFINITY WEALTH MANAGEMENT LLC, SILVER OAK SECURITIES, INCORPORATED, GOLDMAN SACHS GROUP INC, and Private Advisory Group LLC.
This page lists
35
institutional shareholders reporting positions in this security
for the Q4 2022 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.