Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
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Equity / DORSY WR MOMNT
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Number of holders
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26
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Total 13F shares, excl. options
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1,016,254
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Shares change
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-30,117
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Total reported value, excl. options
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$30,763,853
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Value change
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-$912,065
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Number of buys
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8
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Number of sells
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14
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Price
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$30.27
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q2 2024
27 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of 30 Jun 2024.
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) had 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,016,254 shares of stock of the company.
Largest 10 holders included CWM, LLC, COMMONWEALTH EQUITY SERVICES, LLC, MORGAN STANLEY, RAYMOND JAMES & ASSOCIATES, Private Advisory Group LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, LPL Financial LLC, Prospera Financial Services Inc, CITADEL ADVISORS LLC, and COMERICA BANK.
This table shows the top 26 institutional shareholders of the security as of 30 Jun 2024.
| 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.