Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / DORSY WR MOMNT
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Total 13F shares
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2,105,306
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Share change
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+515,762
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Total reported value
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$74,639,394
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Price per share
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$35.46
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Number of holders
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40
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Value change
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+$17,877,061
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Number of buys
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19
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Number of sells
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17
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q3 2025
As of 30 Sep 2025 FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) had 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,105,306 shares of stock of the company.
Largest 10 holders included Csenge Advisory Group, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, Virtus Wealth Solutions LLC, Brookwood Investment Group LLC, LPL Financial LLC, CWM, LLC, Farther Finance Advisors, LLC, Baird Financial Group, Inc., and TWO SIGMA INVESTMENTS, LP.
This table shows 40 institutional shareholders of the security as of 30 Sep 2025.
| 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.