Q3 2025 13F Holders as of 30 Sep 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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40
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Total 13F shares, excl. options
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2.11M
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Shares change
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+548K
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Total reported value, excl. options
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$74.6M
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Value change
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+$19M
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Number of buys
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19
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Number of sells
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-16
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Price
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$35.46
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q3 2025
43 filings reported holding DVOL - FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT as of Q3 2025.
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.11M shares
.
Largest 10 shareholders include Csenge Advisory Group (543K shares), MORGAN STANLEY (205K shares), RAYMOND JAMES FINANCIAL INC (204K shares), Virtus Wealth Solutions LLC (199K shares), Brookwood Investment Group LLC (140K shares), LPL Financial LLC (134K shares), CWM, LLC (129K shares), Farther Finance Advisors, LLC (76.6K shares), Baird Financial Group, Inc. (75.1K shares), and TWO SIGMA INVESTMENTS, LP (48.7K shares).
This table shows the top 40 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.