Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / DORSEY WRIGHT
-
Number of holders
-
47
-
Total 13F shares, excl. options
-
3,584,535
-
Shares change
-
+253,513
-
Total reported value, excl. options
-
$82,158,115
-
Value change
-
+$6,539,677
-
Number of buys
-
24
-
Number of sells
-
-20
-
Price
-
$22.92
Significant Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) as of Q2 2025
54 filings reported holding IFV - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT as of Q2 2025.
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (IFV) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,584,535 shares
.
Largest 10 shareholders include MORGAN STANLEY (827,679 shares), WELLS FARGO & COMPANY/MN (606,331 shares), RAYMOND JAMES FINANCIAL INC (316,042 shares), BANK OF AMERICA CORP /DE/ (216,181 shares), LPL Financial LLC (200,987 shares), Cambridge Investment Research Advisors, Inc. (196,105 shares), Genesee Capital Advisors, LLC (137,747 shares), NewEdge Advisors, LLC (121,812 shares), Prospera Financial Services Inc (103,039 shares), and JANE STREET GROUP, LLC (92,844 shares).
This table shows the top 47 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.