Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
58
-
Total 13F shares, excl. options
-
7,160,888
-
Shares change
-
-166,145
-
Total reported value, excl. options
-
$140,850,694
-
Value change
-
-$3,268,674
-
Number of buys
-
20
-
Number of sells
-
27
-
Price
-
$19.67
Institutional Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) as of Q2 2024
As of 30 Jun 2024 FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) had 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,160,888 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., Concurrent Investment Advisors, LLC, NewEdge Advisors, LLC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, OSAIC HOLDINGS, INC., RAYMOND JAMES & ASSOCIATES, BANK OF AMERICA CORP /DE/, and Genesee Capital Advisors, LLC.
This table shows 62 institutional shareholders of the security as of 30 Jun 2024.
| 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.