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Advisortrust Partners’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Advisortrust Partners’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
2026
Q2 		– Sell
-436
Closed -$12.1K – 218
2026
Q1 		$12.1K Buy
+436
New +$12.8K 0.01% 235

Other funds holding DALI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisortrust Partners's DALI Position: Q2 2026 in Review

Advisortrust Partners sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q2 2026, closing a stake of 436 shares — an estimated $12.1K sold.

Advisortrust Partners first reported a position in DALI in Q1 2026 and held it in 1 quarter. The position peaked at $12.1K in Q1 2026. 15 funds tracked by Wall St. Rank hold DALI as of Q2 2026.

  • Advisortrust Partners reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 436 First Trust DorseyWright DALI 1 ETF shares in Q2 2026, an estimated $12.1K.
  • Advisortrust Partners first reported a position in First Trust DorseyWright DALI 1 ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's First Trust DorseyWright DALI 1 ETF position peaked at $12.1K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.