Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / DORSY WRGH VLU
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Number of holders
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14
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Total 13F shares, excl. options
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743K
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Shares change
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-18.3K
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Total reported value, excl. options
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$16.5M
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Value change
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-$405K
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Number of buys
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8
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Number of sells
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-6
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Price
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$22.17
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) as of Q1 2023
15 filings reported holding DVLU - FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU as of Q1 2023.
FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 743K shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (579K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (34.7K shares), Private Advisory Group LLC (24.4K shares), Cambridge Investment Research Advisors, Inc. (22K shares), CITADEL ADVISORS LLC (17K shares), Accel Wealth Management (17K shares), Janney Montgomery Scott LLC (16K shares), GOLDMAN SACHS GROUP INC (15.9K shares), LPL Financial LLC (9.05K shares), and Royal Bank of Canada (4.8K shares).
This table shows the top 14 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.