Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / DORSY WR MOMNT
-
Total 13F shares
-
1,801,402
-
Share change
-
-337,384
-
Total reported value
-
$63,110,605
-
Price per share
-
$35.03
-
Number of holders
-
40
-
Value change
-
-$11,989,838
-
Number of buys
-
18
-
Number of sells
-
20
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCHANGE-TRADED FD - DORSY WR MOMNT (DVOL) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,801,402 shares.
The largest 10 holders included
Csenge Advisory Group, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, CWM, LLC, LPL Financial LLC, Baird Financial Group, Inc., Farther Finance Advisors, LLC, ROYAL BANK OF CANADA, Private Advisory Group LLC, and Nilsine Partners, LLC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q4 2025 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.