Q2 2025 13F Holders as of 6/30/2025
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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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36
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Total 13F shares, excl. options
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1.55M
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Shares change
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+311K
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Total reported value, excl. options
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$54.3M
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Value change
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+$10.9M
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Number of buys
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21
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Number of sells
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-10
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Price
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$35.11
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q2 2025
37 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q2 2025.
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.55M shares
.
Largest 10 shareholders include MORGAN STANLEY (321K shares), Virtus Wealth Solutions LLC (204K shares), RAYMOND JAMES FINANCIAL INC (181K shares), LPL Financial LLC (140K shares), CWM, LLC (123K shares), Farther Finance Advisors, LLC (77K shares), Baird Financial Group, Inc. (75.6K shares), Brookwood Investment Group LLC (68.7K shares), Nilsine Partners, LLC (39K shares), and COMMONWEALTH EQUITY SERVICES, LLC (35.3K shares).
This table shows the top 36 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.