Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Total 13F shares
-
5,177,713
-
Share change
-
-206,208
-
Total reported value
-
$125,755,588
-
Price per share
-
$24.28
-
Number of holders
-
27
-
Value change
-
-$4,940,312
-
Number of buys
-
9
-
Number of sells
-
16
Institutional Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (DALI) as of Q4 2022
As of 31 Dec 2022,
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (DALI) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,177,713 shares.
The largest 10 holders included
Strid Group, LLC, LPL Financial LLC, RAYMOND JAMES & ASSOCIATES, STIFEL FINANCIAL CORP, Anfield Capital Management, LLC, BANK OF AMERICA CORP /DE/, Veritable, L.P., Raymond James Financial Services Advisors, Inc., Total Clarity Wealth Management, Inc., and Kestra Advisory Services, LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q4 2022 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.