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Ameritas Advisory Services’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-645
Closed -$16.1K – 975
2023
Q1 		$16.1K Buy
+645
New +$16.1K ﹤0.01% 1736

Other funds holding DALI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameritas Advisory Services's DALI Position: Q2 2023 in Review

Ameritas Advisory Services sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q2 2023, closing a stake of 645 shares — an estimated $16.1K sold.

Ameritas Advisory Services first reported a position in DALI in Q1 2023 and held it in 1 quarter. The position peaked at $16.1K in Q1 2023. 25 funds tracked by Wall St. Rank hold DALI as of Q2 2023.

  • Ameritas Advisory Services reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 645 First Trust DorseyWright DALI 1 ETF shares in Q2 2023, an estimated $16.1K.
  • Ameritas Advisory Services first reported a position in First Trust DorseyWright DALI 1 ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's First Trust DorseyWright DALI 1 ETF position peaked at $16.1K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.