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Arkadios Wealth Advisors’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-4,965
Closed -$123K – 831
2021
Q3 		$123K Hold
4,965
– – 0.02% 631
2021
Q2 		$126K Buy
4,965
+40
+0.8% +$983 0.02% 661
2021
Q1 		$116K Sell
4,925
-45,762
-90% -$1.07M 0.02% 504
2020
Q4 		$1.1M Buy
+50,687
New +$1.02M 0.23% 109

Other funds holding DALI

SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's DALI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q4 2021, closing a stake of 4,965 shares — an estimated $123K sold.

Arkadios Wealth Advisors first reported a position in DALI in Q4 2020 and held it in 4 quarters. The position peaked at $1.1M in Q4 2020. 20 funds tracked by Wall St. Rank hold DALI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 4,965 First Trust DorseyWright DALI 1 ETF shares in Q4 2021, an estimated $123K.
  • Arkadios Wealth Advisors first reported a position in First Trust DorseyWright DALI 1 ETF in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's First Trust DorseyWright DALI 1 ETF position peaked at $1.1M in Q4 2020.
  • 20 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.