Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Total 13F shares
-
1,037,613
-
Share change
-
-191,618
-
Total reported value
-
$31,709,743
-
Price per share
-
$30.56
-
Number of holders
-
23
-
Value change
-
-$5,637,390
-
Number of buys
-
9
-
Number of sells
-
15
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q1 2024
As of 31 Mar 2024,
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,037,613 shares.
The largest 10 holders included
CWM, LLC, COMMONWEALTH EQUITY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, MORGAN STANLEY, LPL Financial LLC, Private Advisory Group LLC, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Prospera Financial Services Inc, and COMERICA BANK.
This page lists
23
institutional shareholders reporting positions in this security
for the Q1 2024 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.