Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Total 13F shares
-
2,626,156
-
Share change
-
-24,769
-
Total reported value
-
$72,325,342
-
Price per share
-
$27.54
-
Number of holders
-
37
-
Value change
-
-$682,893
-
Number of buys
-
16
-
Number of sells
-
16
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q3 2021
As of 30 Sep 2021,
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,626,156 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, RAYMOND JAMES & ASSOCIATES, LPL Financial LLC, ROYAL BANK OF CANADA, Raymond James Financial Services Advisors, Inc., Baird Financial Group, Inc., HARVEST GROUP WEALTH MANAGEMENT, LLC, and Prospera Financial Services Inc.
This page lists
37
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| 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.