Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
65
-
Total 13F shares, excl. options
-
7,708,128
-
Shares change
-
+203,030
-
Total reported value, excl. options
-
$177,030,023
-
Value change
-
+$4,756,326
-
Number of buys
-
35
-
Number of sells
-
-28
-
Price
-
$22.97
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) as of Q1 2021
74 filings reported holding IFV - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT as of Q1 2021.
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) has 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,708,128 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,027,432 shares), Raymond James Financial Services Advisors, Inc. (960,830 shares), WELLS FARGO & COMPANY/MN (889,685 shares), RAYMOND JAMES & ASSOCIATES (496,806 shares), Prospera Financial Services Inc (295,995 shares), Baird Financial Group, Inc. (231,447 shares), LPL Financial LLC (223,618 shares), UBS Group AG (214,752 shares), ADVISOR GROUP HOLDINGS, INC. (209,892 shares), and BANK OF AMERICA CORP /DE/ (208,587 shares).
This table shows the top 65 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.