Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / DORSEY WRT 5 ETF
-
Number of holders
-
252
-
Total 13F shares, excl. options
-
44.4M
-
Shares change
-
-593K
-
Total reported value, excl. options
-
$1.97B
-
Value change
-
-$27.2M
-
Number of buys
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102
-
Number of sells
-
-120
-
Price
-
$44.30
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF (FV) as of Q3 2023
272 filings reported holding FV - FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF as of Q3 2023.
FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF (FV) has 252 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 44.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (7.52M shares), WELLS FARGO & COMPANY/MN (4.71M shares), LPL Financial LLC (4.24M shares), COMMONWEALTH EQUITY SERVICES, LLC (3.08M shares), UBS Group AG (2.05M shares), BANK OF AMERICA CORP /DE/ (1.73M shares), Prospera Financial Services Inc (1.69M shares), OSAIC HOLDINGS, INC. (1.6M shares), RAYMOND JAMES & ASSOCIATES (1.6M shares), and Raymond James Financial Services Advisors, Inc. (1.19M shares).
This table shows the top 252 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.