Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
7,427,003
-
Shares change
-
-298,394
-
Total reported value, excl. options
-
$182,996,339
-
Value change
-
-$7,231,263
-
Number of buys
-
32
-
Number of sells
-
-30
-
Price
-
$24.65
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) as of Q2 2021
75 filings reported holding IFV - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT as of Q2 2021.
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,427,003 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,839,608 shares), Raymond James Financial Services Advisors, Inc. (1,035,952 shares), WELLS FARGO & COMPANY/MN (777,506 shares), RAYMOND JAMES & ASSOCIATES (514,847 shares), Prospera Financial Services Inc (275,918 shares), UBS Group AG (254,604 shares), BANK OF AMERICA CORP /DE/ (225,578 shares), G&S Capital LLC (217,929 shares), LPL Financial LLC (199,334 shares), and LEVEL FOUR ADVISORY SERVICES, LLC (184,963 shares).
This table shows the top 68 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.