Q3 2024 13F Holders as of 9/30/2024
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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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22
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Total 13F shares, excl. options
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801K
-
Shares change
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-213K
-
Total reported value, excl. options
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$26.5M
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Value change
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-$6.43M
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Number of buys
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8
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Number of sells
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-12
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Price
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$33.15
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q3 2024
26 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q3 2024.
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 801K shares
.
Largest 10 shareholders include CWM, LLC (212K shares), MORGAN STANLEY (140K shares), RAYMOND JAMES & ASSOCIATES (140K shares), Baird Financial Group, Inc. (75.1K shares), Private Advisory Group LLC (45.3K shares), LPL Financial LLC (36.6K shares), CITADEL ADVISORS LLC (32.2K shares), Prospera Financial Services Inc (19.3K shares), OSAIC HOLDINGS, INC. (13.9K shares), and COMERICA BANK (12.3K shares).
This table shows the top 22 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.