Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Number of holders
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32
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Total 13F shares, excl. options
-
3.51M
-
Shares change
-
-545K
-
Total reported value, excl. options
-
$89.6M
-
Value change
-
-$13.9M
-
Number of buys
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7
-
Number of sells
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-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 3.51M shares
.
Largest 10 shareholders include CWM, LLC (997K shares), COMMONWEALTH EQUITY SERVICES, LLC (560K shares), MORGAN STANLEY (475K shares), BANK OF AMERICA CORP /DE/ (362K shares), RAYMOND JAMES & ASSOCIATES (209K shares), HARVEST GROUP WEALTH MANAGEMENT, LLC (192K shares), ROYAL BANK OF CANADA (122K shares), Janney Montgomery Scott LLC (73.1K shares), Prospera Financial Services Inc (69.8K shares), and LPL Financial LLC (55.9K 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.