Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
3,508,880
-
Shares change
-
-545,154
-
Total reported value, excl. options
-
$89,633,089
-
Value change
-
-$13,858,526
-
Number of buys
-
7
-
Number of sells
-
-23
-
Price
-
$24.72
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q1 2021
38 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q1 2021.
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 3,508,880 shares
.
Largest 10 shareholders include CWM, LLC (996,564 shares), COMMONWEALTH EQUITY SERVICES, LLC (559,676 shares), MORGAN STANLEY (474,886 shares), BANK OF AMERICA CORP /DE/ (361,715 shares), RAYMOND JAMES & ASSOCIATES (209,438 shares), HARVEST GROUP WEALTH MANAGEMENT, LLC (192,077 shares), ROYAL BANK OF CANADA (121,536 shares), Janney Montgomery Scott LLC (73,117 shares), Prospera Financial Services Inc (69,822 shares), and LPL Financial LLC (55,938 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.