Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / DORSY WRGH VLU
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
826K
-
Shares change
-
-95.7K
-
Total reported value, excl. options
-
$20.8M
-
Value change
-
-$2.23M
-
Number of buys
-
7
-
Number of sells
-
-14
-
Price
-
$25.17
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) as of Q4 2021
22 filings reported holding DVLU - FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU as of Q4 2021.
FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 826K shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (531K shares), Advisor Resource Council (65.8K shares), Cambridge Investment Research Advisors, Inc. (40.4K shares), MML INVESTORS SERVICES, LLC (34.6K shares), Private Advisory Group LLC (34.4K shares), CITADEL ADVISORS LLC (31.3K shares), ROYAL BANK OF CANADA (19.3K shares), Janney Montgomery Scott LLC (15.5K shares), LEVEL FOUR ADVISORY SERVICES, LLC (14.8K shares), and Accel Wealth Management (12.3K shares).
This table shows the top 16 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.