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Advisor Group’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Advisor Group’s Portfolio DALI Stock Details DALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$11K Hold
532
– – ﹤0.01% 4295
2019
Q3 		$11K Hold
532
– – ﹤0.01% 4279
2019
Q2 		$11K Buy
532
+244
+85% +$4.89K ﹤0.01% 4314
2019
Q1 		$6K Buy
+288
New +$5.51K ﹤0.01% 4585

Other funds holding DALI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Group's DALI Position: Q4 2019 in Review

Advisor Group held its First Trust DorseyWright DALI 1 ETF (DALI) position steady in Q4 2019 at 532 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4295.

Advisor Group first reported a position in DALI in Q1 2019 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold DALI as of Q4 2019.

  • Advisor Group held 532 shares of First Trust DorseyWright DALI 1 ETF worth $11K as of Q4 2019.
  • Advisor Group left its First Trust DorseyWright DALI 1 ETF share count unchanged in Q4 2019.
  • First Trust DorseyWright DALI 1 ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4295 holding.
  • Advisor Group first reported a position in First Trust DorseyWright DALI 1 ETF in Q1 2019 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.