Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
54
-
Total 13F shares, excl. options
-
4,262,886
-
Shares change
-
-1,274,247
-
Total reported value, excl. options
-
$133,638,117
-
Value change
-
-$40,034,066
-
Number of buys
-
9
-
Number of sells
-
-39
-
Price
-
$31.35
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (FVC) as of Q3 2023
61 filings reported holding FVC - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT as of Q3 2023.
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (FVC) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,262,886 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,294,609 shares), LPL Financial LLC (612,058 shares), UBS Group AG (333,070 shares), WELLS FARGO & COMPANY/MN (242,040 shares), BANK OF AMERICA CORP /DE/ (218,501 shares), Private Advisor Group, LLC (163,742 shares), Baird Financial Group, Inc. (159,182 shares), Mariner, LLC (137,601 shares), Raymond James Financial Services Advisors, Inc. (133,443 shares), and Atria Investments, Inc (124,273 shares).
This table shows the top 54 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.