Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
3,656,371
-
Shares change
-
-941,980
-
Total reported value, excl. options
-
$81,403,835
-
Value change
-
-$21,048,094
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Number of buys
-
22
-
Number of sells
-
-10
-
Price
-
$22.26
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q4 2019
34 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q4 2019.
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,656,371 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (880,905 shares), MML INVESTORS SERVICES, LLC (684,439 shares), HARVEST GROUP WEALTH MANAGEMENT, LLC (434,631 shares), ROYAL BANK OF CANADA (335,989 shares), Raymond James Financial Services Advisors, Inc. (251,193 shares), RAYMOND JAMES & ASSOCIATES (221,365 shares), MORGAN STANLEY (138,509 shares), Migdal Insurance & Financial Holdings Ltd. (119,885 shares), D.A. DAVIDSON & CO. (106,159 shares), and Sigma Planning Corp (91,199 shares).
This table shows the top 30 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.