Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Total 13F shares
-
1,229,231
-
Share change
-
-441,975
-
Total reported value
-
$33,593,801
-
Price per share
-
$27.33
-
Number of holders
-
25
-
Value change
-
-$11,941,754
-
Number of buys
-
6
-
Number of sells
-
19
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q4 2023
As of 31 Dec 2023 FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) had 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,229,231 shares of stock of the company.
Largest 10 holders included CWM, LLC, COMMONWEALTH EQUITY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, MORGAN STANLEY, Private Advisory Group LLC, LPL Financial LLC, CITADEL ADVISORS LLC, Prospera Financial Services Inc, Raymond James Financial Services Advisors, Inc., and ROYAL BANK OF CANADA.
This table shows 25 institutional shareholders of the security as of 31 Dec 2023.
| 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.