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Benjamin F. Edwards & Company’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-8,588
Closed -$145K – 1708
2018
Q4 		$145K Buy
+8,588
New +$159K 0.02% 558

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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Benjamin F. Edwards & Company's DALI Position: Q1 2019 in Review

Benjamin F. Edwards & Company sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q1 2019, closing a stake of 8,588 shares — an estimated $145K sold.

Benjamin F. Edwards & Company first reported a position in DALI in Q4 2018 and held it in 1 quarter. The position peaked at $145K in Q4 2018. 15 funds tracked by Wall St. Rank hold DALI as of Q1 2019.

  • Benjamin F. Edwards & Company reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q1 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 8,588 First Trust DorseyWright DALI 1 ETF shares in Q1 2019, an estimated $145K.
  • Benjamin F. Edwards & Company first reported a position in First Trust DorseyWright DALI 1 ETF in Q4 2018 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's First Trust DorseyWright DALI 1 ETF position peaked at $145K in Q4 2018.
  • 15 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q1 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2019, filed 15 May 2019.