Q1 2022 13F Holders as of 3/31/2022
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Type / Class
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Equity / DORSY WR MOMNT
-
Number of holders
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36
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Total 13F shares, excl. options
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3.01M
-
Shares change
-
-537K
-
Total reported value, excl. options
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$86.2M
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Value change
-
-$15.5M
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Number of buys
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11
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Number of sells
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-18
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Price
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$28.65
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q1 2022
39 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q1 2022.
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 3.01M shares
.
Largest 10 shareholders include CWM, LLC (917K shares), COMMONWEALTH EQUITY SERVICES, LLC (543K shares), MORGAN STANLEY (300K shares), RAYMOND JAMES & ASSOCIATES (212K shares), BANK OF AMERICA CORP /DE/ (116K shares), Baird Financial Group, Inc. (97.9K shares), LPL Financial LLC (89.6K shares), ROYAL BANK OF CANADA (83.7K shares), Raymond James Financial Services Advisors, Inc. (81.2K shares), and Prospera Financial Services Inc (66.5K 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.