Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
72
-
Total 13F shares, excl. options
-
7,421,491
-
Shares change
-
-5,279
-
Total reported value, excl. options
-
$168,729,771
-
Value change
-
-$502,661
-
Number of buys
-
37
-
Number of sells
-
-30
-
Price
-
$22.73
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) as of Q3 2021
77 filings reported holding IFV - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT as of Q3 2021.
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,421,491 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,843,431 shares), Raymond James Financial Services Advisors, Inc. (1,091,523 shares), WELLS FARGO & COMPANY/MN (719,558 shares), RAYMOND JAMES & ASSOCIATES (505,200 shares), LPL Financial LLC (325,433 shares), Prospera Financial Services Inc (278,531 shares), G&S Capital LLC (216,580 shares), BANK OF AMERICA CORP /DE/ (215,579 shares), UBS Group AG (193,184 shares), and Good Life Advisors, LLC (186,714 shares).
This table shows the top 72 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.