Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / DORSY WRGH VLU
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
686K
-
Shares change
-
-111K
-
Total reported value, excl. options
-
$20.7M
-
Value change
-
-$3.18M
-
Number of buys
-
4
-
Number of sells
-
-6
-
Price
-
$30.12
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) as of Q1 2024
13 filings reported holding DVLU - FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU as of Q1 2024.
FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 686K shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (554K shares), Private Advisory Group LLC (31.1K shares), LPL Financial LLC (22.8K shares), Cetera Investment Advisers (19.2K shares), Cambridge Investment Research Advisors, Inc. (16.6K shares), Accel Wealth Management (15.4K shares), CITADEL ADVISORS LLC (13.6K shares), GOLDMAN SACHS GROUP INC (13.5K shares), Global Retirement Partners, LLC (50 shares), and MORGAN STANLEY (1 shares).
This table shows the top 10 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.