Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Total 13F shares
-
800,602
-
Share change
-
-212,884
-
Total reported value
-
$26,543,253
-
Price per share
-
$33.15
-
Number of holders
-
22
-
Value change
-
-$6,429,210
-
Number of buys
-
8
-
Number of sells
-
12
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q3 2024
As of 30 Sep 2024,
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
800,602 shares.
The largest 10 holders included
CWM, LLC, MORGAN STANLEY, RAYMOND JAMES & ASSOCIATES, Baird Financial Group, Inc., Private Advisory Group LLC, LPL Financial LLC, CITADEL ADVISORS LLC, Prospera Financial Services Inc, OSAIC HOLDINGS, INC., and COMERICA BANK.
This page lists
22
institutional shareholders reporting positions in this security
for the Q3 2024 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.