Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Total 13F shares
-
1,588,124
-
Share change
-
-153,194
-
Total reported value
-
$41,927,051
-
Price per share
-
$26.40
-
Number of holders
-
26
-
Value change
-
-$3,987,541
-
Number of buys
-
5
-
Number of sells
-
22
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q2 2023
As of 30 Jun 2023,
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,588,124 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, CWM, LLC, RAYMOND JAMES & ASSOCIATES, MORGAN STANLEY, Private Advisory Group LLC, Prospera Financial Services Inc, LPL Financial LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, FLOW TRADERS U.S. LLC, and Raymond James Financial Services Advisors, Inc..
This page lists
26
institutional shareholders reporting positions in this security
for the Q2 2023 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.