Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
3,493,422
-
Shares change
-
-129,298
-
Total reported value, excl. options
-
$110,704,419
-
Value change
-
-$4,153,863
-
Number of buys
-
15
-
Number of sells
-
-19
-
Price
-
$31.77
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q4 2021
41 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q4 2021.
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 3,493,422 shares
.
Largest 10 shareholders include CWM, LLC (1,019,876 shares), COMMONWEALTH EQUITY SERVICES, LLC (545,528 shares), MORGAN STANLEY (493,752 shares), BANK OF AMERICA CORP /DE/ (262,591 shares), RAYMOND JAMES & ASSOCIATES (212,068 shares), ROYAL BANK OF CANADA (90,709 shares), Raymond James Financial Services Advisors, Inc. (86,670 shares), LPL Financial LLC (86,150 shares), Baird Financial Group, Inc. (70,798 shares), and Prospera Financial Services Inc (59,988 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.