Q3 2022 13F Holders as of 9/30/2022
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Type / Class
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Equity / DORSY WR MOMNT
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Number of holders
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32
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Total 13F shares, excl. options
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2.46M
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Shares change
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-180K
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Total reported value, excl. options
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$59M
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Value change
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-$4.52M
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Number of buys
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5
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Number of sells
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-26
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Price
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$23.95
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q3 2022
38 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q3 2022.
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 2.46M shares
.
Largest 10 shareholders include CWM, LLC (819K shares), COMMONWEALTH EQUITY SERVICES, LLC (556K shares), MORGAN STANLEY (322K shares), RAYMOND JAMES & ASSOCIATES (203K shares), BANK OF AMERICA CORP /DE/ (76.6K shares), Private Advisory Group LLC (67.4K shares), Prospera Financial Services Inc (62K shares), AFFINITY WEALTH MANAGEMENT LLC (44.2K shares), LPL Financial LLC (37.1K shares), and HARVEST GROUP WEALTH MANAGEMENT, LLC (34.3K 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.