Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Total 13F shares
-
1,229,231
-
Share change
-
-451,827
-
Total reported value
-
$33,593,801
-
Price per share
-
$27.33
-
Number of holders
-
25
-
Value change
-
-$12,211,010
-
Number of buys
-
6
-
Number of sells
-
20
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,229,231 shares.
The largest 10 holders included
CWM, LLC, COMMONWEALTH EQUITY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, MORGAN STANLEY, Private Advisory Group LLC, LPL Financial LLC, CITADEL ADVISORS LLC, Prospera Financial Services Inc, Raymond James Financial Services Advisors, Inc., and ROYAL BANK OF CANADA.
This page lists
25
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.