Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
56
-
Total 13F shares, excl. options
-
9,892,007
-
Shares change
-
+1,264,769
-
Total reported value, excl. options
-
$170,561,848
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Value change
-
+$21,842,709
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Number of buys
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21
-
Number of sells
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24
-
Price
-
$17.24
Institutional Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) as of Q1 2023
As of 31 Mar 2023 FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) had 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 9,892,007 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., Prospera Financial Services Inc, LPL Financial LLC, NewEdge Advisors, LLC, WELLS FARGO & COMPANY/MN, RAYMOND JAMES & ASSOCIATES, BANK OF AMERICA CORP /DE/, ADVISOR GROUP HOLDINGS, INC., and Onyx Bridge Wealth Group LLC.
This table shows 56 institutional shareholders of the security as of 31 Mar 2023.
| 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.