Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / DORSEYWRIGHT MOM
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Number of holders
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27
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Total 13F shares, excl. options
-
1,051,279
-
Shares change
-
-116,488
-
Total reported value, excl. options
-
$29,793,741
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Value change
-
-$3,257,461
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Number of buys
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10
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Number of sells
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19
-
Price
-
$28.34
Institutional Holders of FIRST TR EXCHANGE TRADED FD - DORSEYWRIGHT MOM (DDIV) as of Q2 2023
As of 30 Jun 2023 FIRST TR EXCHANGE TRADED FD - DORSEYWRIGHT MOM (DDIV) had 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,051,279 shares of stock of the company.
Largest 10 holders included COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, Steward Partners Investment Advisory, LLC, GOLDMAN SACHS GROUP INC, MORGAN STANLEY, CITADEL ADVISORS LLC, BANK OF AMERICA CORP /DE/, Raymond James Financial Services Advisors, Inc., Janney Montgomery Scott LLC, and Cetera Advisor Networks LLC.
This table shows 27 institutional shareholders of the security as of 30 Jun 2023.
| 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.