Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
57
-
Total 13F shares, excl. options
-
2,936,928
-
Shares change
-
-488,286
-
Total reported value, excl. options
-
$101,485,773
-
Value change
-
-$16,610,700
-
Number of buys
-
16
-
Number of sells
-
-31
-
Price
-
$34.51
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (FVC) as of Q1 2024
60 filings reported holding FVC - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT as of Q1 2024.
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (FVC) has 57 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,936,928 shares
.
Largest 10 shareholders include MORGAN STANLEY (668,921 shares), Prospera Financial Services Inc (397,076 shares), LPL Financial LLC (274,827 shares), UBS Group AG (270,031 shares), WELLS FARGO & COMPANY/MN (221,446 shares), BANK OF AMERICA CORP /DE/ (200,408 shares), Baird Financial Group, Inc. (107,808 shares), TD Waterhouse Canada Inc. (94,688 shares), Private Advisor Group, LLC (78,396 shares), and RAYMOND JAMES & ASSOCIATES (77,562 shares).
This table shows the top 57 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.