Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
5.51M
-
Shares change
-
+171K
-
Total reported value, excl. options
-
$142M
-
Value change
-
+$4.44M
-
Number of buys
-
11
-
Number of sells
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-9
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Price
-
$25.86
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (DALI) as of Q2 2023
29 filings reported holding DALI - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT as of Q2 2023.
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (DALI) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.51M shares
.
Largest 10 shareholders include Strid Group, LLC (4.44M shares), LPL Financial LLC (595K shares), Anfield Capital Management, LLC (91.4K shares), RAYMOND JAMES & ASSOCIATES (77.1K shares), Veritable, L.P. (56.6K shares), Raymond James Financial Services Advisors, Inc. (53K shares), BANK OF AMERICA CORP /DE/ (46.6K shares), JANE STREET GROUP, LLC (34K shares), KESTRA PRIVATE WEALTH SERVICES, LLC (26.6K shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (21.8K shares).
This table shows the top 26 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.