Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / DORSY WRGH VLU
-
Total 13F shares
-
904,459
-
Share change
-
+218,451
-
Total reported value
-
$25,361,519
-
Price per share
-
$28.04
-
Number of holders
-
13
-
Value change
-
+$6,125,310
-
Number of buys
-
10
-
Number of sells
-
2
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) as of Q2 2024
As of 30 Jun 2024,
FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
904,459 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, Private Advisory Group LLC, GOLDMAN SACHS GROUP INC, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., CITADEL ADVISORS LLC, Cetera Investment Advisers, Cambridge Investment Research Advisors, Inc., Accel Wealth Management, and Janney Montgomery Scott LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q2 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.