Q2 2024 13F Holders as of 6/30/2024
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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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13
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Total 13F shares, excl. options
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904K
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Shares change
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+218K
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Total reported value, excl. options
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$25.4M
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Value change
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+$6.13M
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Number of buys
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10
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Number of sells
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-2
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Price
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$28.04
Significant Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) as of Q2 2024
13 filings reported holding DVLU - FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU as of Q2 2024.
FIRST TR EXCHANGE-TRADED FD - DORSY WRGH VLU (DVLU) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 904K shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (556K shares), Private Advisory Group LLC (128K shares), GOLDMAN SACHS GROUP INC (42.4K shares), LPL Financial LLC (41.7K shares), Raymond James Financial Services Advisors, Inc. (36.4K shares), CITADEL ADVISORS LLC (25.2K shares), Cetera Investment Advisers (19.9K shares), Cambridge Investment Research Advisors, Inc. (17.2K shares), Accel Wealth Management (15.3K shares), and Janney Montgomery Scott LLC (12.7K shares).
This table shows the top 13 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.