Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
4.01M
-
Shares change
-
+8.69K
-
Total reported value, excl. options
-
$103M
-
Value change
-
+$229K
-
Number of buys
-
5
-
Number of sells
-
-10
-
Price
-
$25.81
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (DALI) as of Q4 2024
21 filings reported holding DALI - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT as of Q4 2024.
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (DALI) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.01M shares
.
Largest 10 shareholders include Strid Group, LLC (3.6M shares), Prospera Financial Services Inc (165K shares), LPL Financial LLC (86.3K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (46.2K shares), Pathstone Holdings, LLC (45.2K shares), RAYMOND JAMES FINANCIAL INC (17.7K shares), Keel Point, LLC (14.6K shares), Harvest Investment Services, LLC (14.6K shares), BANK OF AMERICA CORP /DE/ (3.63K shares), and Holos Integrated Wealth LLC (2.65K shares).
This table shows the top 19 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.