Q4 2022 13F Holders as of 31 Dec 2022
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Type / Class
-
Equity / DORSY WR MOMNT
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Number of holders
-
36
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Total 13F shares, excl. options
-
1,874,211
-
Shares change
-
-583,456
-
Total reported value, excl. options
-
$49,261,595
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Value change
-
-$15,295,633
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Number of buys
-
15
-
Number of sells
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13
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Price
-
$26.28
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q4 2022
As of 31 Dec 2022 FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) had 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,874,211 shares of stock of the company.
Largest 10 holders included COMMONWEALTH EQUITY SERVICES, LLC, MORGAN STANLEY, CWM, LLC, RAYMOND JAMES & ASSOCIATES, BANK OF AMERICA CORP /DE/, Prospera Financial Services Inc, AFFINITY WEALTH MANAGEMENT LLC, SILVER OAK SECURITIES, INCORPORATED, GOLDMAN SACHS GROUP INC, and Private Advisory Group LLC.
This table shows 36 institutional shareholders of the security as of 31 Dec 2022.
| 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.