Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
2,626,156
-
Shares change
-
-24,769
-
Total reported value, excl. options
-
$72,325,342
-
Value change
-
-$682,893
-
Number of buys
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16
-
Number of sells
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-16
-
Price
-
$27.54
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q3 2021
38 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q3 2021.
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,626,156 shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (529,369 shares), MORGAN STANLEY (501,566 shares), BANK OF AMERICA CORP /DE/ (315,319 shares), RAYMOND JAMES & ASSOCIATES (282,903 shares), LPL Financial LLC (181,382 shares), ROYAL BANK OF CANADA (122,450 shares), Raymond James Financial Services Advisors, Inc. (88,419 shares), Baird Financial Group, Inc. (69,094 shares), HARVEST GROUP WEALTH MANAGEMENT, LLC (60,595 shares), and Prospera Financial Services Inc (59,844 shares).
This table shows the top 37 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.