Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DORSY WRGH VLU
-
Total 13F shares
-
797,288
-
Share change
-
+33,087
-
Total reported value
-
$20,705,695
-
Price per share
-
$25.97
-
Number of holders
-
10
-
Value change
-
+$861,685
-
Number of buys
-
3
-
Number of sells
-
7
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
797,288 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, Private Advisory Group LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, Cambridge Investment Research Advisors, Inc., LPL Financial LLC, Accel Wealth Management, GOLDMAN SACHS GROUP INC, OSAIC HOLDINGS, INC., and Global Retirement Partners, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.