Q3 2020 13F Holders as of 9/30/2020
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
3.2M
-
Shares change
-
+323K
-
Total reported value, excl. options
-
$71.9M
-
Value change
-
+$7.38M
-
Number of buys
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17
-
Number of sells
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-17
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Price
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$22.49
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q3 2020
38 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q3 2020.
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.2M shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (644K shares), BANK OF AMERICA CORP /DE/ (483K shares), MORGAN STANLEY (471K shares), HARVEST GROUP WEALTH MANAGEMENT, LLC (410K shares), ROYAL BANK OF CANADA (252K shares), RAYMOND JAMES & ASSOCIATES (245K shares), D.A. DAVIDSON & CO. (101K shares), Janney Montgomery Scott LLC (84.8K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (73.7K shares), and LPL Financial LLC (53.4K shares).
This table shows the top 32 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.