Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
4.05M
-
Shares change
-
-152K
-
Total reported value, excl. options
-
$102M
-
Value change
-
-$3.5M
-
Number of buys
-
13
-
Number of sells
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-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 4.05M shares
.
Largest 10 shareholders include CWM, LLC (997K shares), COMMONWEALTH EQUITY SERVICES, LLC (610K shares), MORGAN STANLEY (489K shares), BANK OF AMERICA CORP /DE/ (462K shares), HARVEST GROUP WEALTH MANAGEMENT, LLC (400K shares), RAYMOND JAMES & ASSOCIATES (206K shares), ROYAL BANK OF CANADA (156K shares), Janney Montgomery Scott LLC (77.6K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (63.3K shares), and LPL Financial LLC (58.7K 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.