Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
27
-
Total 13F shares, excl. options
-
5.18M
-
Shares change
-
-206K
-
Total reported value, excl. options
-
$126M
-
Value change
-
-$4.94M
-
Number of buys
-
9
-
Number of sells
-
-16
-
Price
-
$24.28
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (DALI) as of Q4 2022
30 filings reported holding DALI - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT as of Q4 2022.
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (DALI) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.18M shares
.
Largest 10 shareholders include Strid Group, LLC (4.11M shares), LPL Financial LLC (453K shares), RAYMOND JAMES & ASSOCIATES (118K shares), STIFEL FINANCIAL CORP (94.3K shares), Anfield Capital Management, LLC (77.4K shares), BANK OF AMERICA CORP /DE/ (62.8K shares), Veritable, L.P. (50.9K shares), Raymond James Financial Services Advisors, Inc. (49.2K shares), Total Clarity Wealth Management, Inc. (40K shares), and Kestra Advisory Services, LLC (24.6K shares).
This table shows the top 27 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.