Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
4,054,034
-
Shares change
-
-152,476
-
Total reported value, excl. options
-
$102,158,696
-
Value change
-
-$3,499,971
-
Number of buys
-
13
-
Number of sells
-
-16
-
Price
-
$24.55
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q4 2020
39 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q4 2020.
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,054,034 shares
.
Largest 10 shareholders include CWM, LLC (996,564 shares), COMMONWEALTH EQUITY SERVICES, LLC (610,404 shares), MORGAN STANLEY (488,727 shares), BANK OF AMERICA CORP /DE/ (462,323 shares), HARVEST GROUP WEALTH MANAGEMENT, LLC (400,436 shares), RAYMOND JAMES & ASSOCIATES (205,689 shares), ROYAL BANK OF CANADA (156,044 shares), Janney Montgomery Scott LLC (77,561 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (63,297 shares), and LPL Financial LLC (58,655 shares).
This table shows the top 36 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.