Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Number of holders
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29
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Total 13F shares, excl. options
-
1,228,876
-
Shares change
-
+105,093
-
Total reported value, excl. options
-
$43,679,267
-
Value change
-
+$3,744,699
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Number of buys
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11
-
Number of sells
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-11
-
Price
-
$35.54
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q1 2025
30 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q1 2025.
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,228,876 shares
.
Largest 10 shareholders include MORGAN STANLEY (237,966 shares), Virtus Wealth Solutions LLC (204,474 shares), CWM, LLC (184,005 shares), RAYMOND JAMES FINANCIAL INC (153,977 shares), Farther Finance Advisors, LLC (75,000 shares), Baird Financial Group, Inc. (74,256 shares), LPL Financial LLC (55,463 shares), Private Advisory Group LLC (38,041 shares), COMMONWEALTH EQUITY SERVICES, LLC (33,389 shares), and Prospera Financial Services Inc (23,563 shares).
This table shows the top 29 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.