Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / DORSY WR MOMNT
-
Number of holders
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26
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Total 13F shares, excl. options
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1.59M
-
Shares change
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-153K
-
Total reported value, excl. options
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$41.9M
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Value change
-
-$3.99M
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Number of buys
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5
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Number of sells
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-22
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Price
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$26.40
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q2 2023
33 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q2 2023.
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.59M shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (432K shares), CWM, LLC (384K shares), RAYMOND JAMES & ASSOCIATES (166K shares), MORGAN STANLEY (158K shares), Private Advisory Group LLC (126K shares), Prospera Financial Services Inc (61.7K shares), LPL Financial LLC (35.6K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (27.1K shares), FLOW TRADERS U.S. LLC (26.5K shares), and Raymond James Financial Services Advisors, Inc. (23.1K shares).
This table shows the top 26 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.