Q4 2024 13F Holders as of 12/31/2024
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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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28
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Total 13F shares, excl. options
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1.13M
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Shares change
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+116K
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Total reported value, excl. options
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$38.3M
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Value change
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+$3.92M
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Number of buys
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13
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Number of sells
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-7
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Price
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$33.88
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q4 2024
28 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q4 2024.
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.13M shares
.
Largest 10 shareholders include MORGAN STANLEY (241K shares), Virtus Wealth Solutions LLC (207K shares), CWM, LLC (195K shares), RAYMOND JAMES FINANCIAL INC (148K shares), Baird Financial Group, Inc. (74.8K shares), CITADEL ADVISORS LLC (42K shares), LPL Financial LLC (39.9K shares), Private Advisory Group LLC (37.1K shares), Prospera Financial Services Inc (21K shares), and COMERICA BANK (12.3K shares).
This table shows the top 28 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.