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Anfield Capital Management’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Anfield Capital Management’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
2024
Q2 		– Sell
-54,632
Closed -$1.32M – 435
2024
Q1 		$1.32M Buy
54,632
+3,744
+7% +$85.3K 0.64% 35
2023
Q4 		$1.1M Sell
50,888
-39,624
-44% -$907K 0.59% 41
2023
Q3 		$2.24M Sell
90,512
-936
-1% -$24.3K 1.07% 22
2023
Q2 		$2.36M Buy
91,448
+8,736
+11% +$223K 1.03% 26
2023
Q1 		$2.06M Buy
82,712
+5,304
+7% +$132K 0.95% 31
2022
Q4 		$1.88M Sell
77,408
-8,736
-10% -$218K 0.92% 32
2022
Q3 		$2.07M Sell
86,144
-312
-0.4% -$7.82K 0.99% 25
2022
Q2 		$2.19M Buy
+86,456
New +$2.37M 0.99% 25

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 $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Anfield Capital Management's DALI Position: Q2 2024 in Review

Anfield Capital Management sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q2 2024, closing a stake of 54,632 shares — an estimated $1.32M sold.

Anfield Capital Management first reported a position in DALI in Q2 2022 and held it in 8 quarters. The position peaked at $2.36M in Q2 2023. 19 funds tracked by Wall St. Rank hold DALI as of Q2 2024.

  • Anfield Capital Management reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q2 2024 after selling out during the quarter.
  • Anfield Capital Management sold 54,632 First Trust DorseyWright DALI 1 ETF shares in Q2 2024, an estimated $1.32M.
  • Anfield Capital Management first reported a position in First Trust DorseyWright DALI 1 ETF in Q2 2022 and held it in 8 quarters.
  • Anfield Capital Management's First Trust DorseyWright DALI 1 ETF position peaked at $2.36M in Q2 2023.
  • 19 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2024.

Based on Anfield Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.