Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Total 13F shares
-
1,125,094
-
Share change
-
+110,096
-
Total reported value
-
$38,125,938
-
Price per share
-
$33.88
-
Number of holders
-
28
-
Value change
-
+$3,735,640
-
Number of buys
-
13
-
Number of sells
-
7
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q4 2024
As of 31 Dec 2024,
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,125,094 shares.
The largest 10 holders included
MORGAN STANLEY, Virtus Wealth Solutions LLC, CWM, LLC, RAYMOND JAMES FINANCIAL INC, Baird Financial Group, Inc., CITADEL ADVISORS LLC, LPL Financial LLC, Private Advisory Group LLC, Prospera Financial Services Inc, and COMERICA BANK.
This page lists
28
institutional shareholders reporting positions in this security
for the Q4 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.