Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / DORSEY WRIGHT
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Number of holders
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51
-
Total 13F shares, excl. options
-
2.8M
-
Shares change
-
-138K
-
Total reported value, excl. options
-
$98.6M
-
Value change
-
-$4.81M
-
Number of buys
-
9
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Number of sells
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-37
-
Price
-
$35.26
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (FVC) as of Q2 2024
60 filings reported holding FVC - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT as of Q2 2024.
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (FVC) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.8M shares
.
Largest 10 shareholders include MORGAN STANLEY (662K shares), Prospera Financial Services Inc (362K shares), LPL Financial LLC (319K shares), UBS Group AG (255K shares), WELLS FARGO & COMPANY/MN (207K shares), BANK OF AMERICA CORP /DE/ (182K shares), TD Waterhouse Canada Inc. (93.9K shares), Baird Financial Group, Inc. (74.3K shares), RAYMOND JAMES & ASSOCIATES (72.8K shares), and Private Advisor Group, LLC (65.9K shares).
This table shows the top 51 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.