Cambridge Investment Research Advisors’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Cambridge Investment Research 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
2024 Q2	–	Sell	-11,342	Closed	-$274K	–	3343
2024 Q1	$274K	Sell	11,342 -1,244	-10%	-$28.3K	﹤0.01%	2772
2023 Q4	$271K	Buy	+12,586	New	+$288K	﹤0.01%	2669
2019 Q3	–	Sell	-11,440	Closed	-$233K	–	2349
2019 Q2	$233K	Sell	11,440 -1,874	-14%	-$37.6K	﹤0.01%	1906
2019 Q1	$267K	Sell	13,314 -2,422	-15%	-$46.4K	﹤0.01%	1878
2018 Q4	$266K	Sell	15,736 -2,402	-13%	-$44.4K	﹤0.01%	1738
2018 Q3	$383K	Sell	18,138 -64	-0.4%	-$1.33K	﹤0.01%	1619
2018 Q2	$364K	Buy	+18,202	New	+$370K	﹤0.01%	1599

Other funds holding DALI

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors's DALI Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q2 2024, closing a stake of 11,342 shares — an estimated $274K sold.

Cambridge Investment Research Advisors first reported a position in DALI in Q2 2018 and held it in 7 quarters. The position peaked at $383K in Q3 2018. 19 funds tracked by Wall St. Rank hold DALI as of Q2 2024.

Cambridge Investment Research Advisors reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q2 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 11,342 First Trust DorseyWright DALI 1 ETF shares in Q2 2024, an estimated $274K.
Cambridge Investment Research Advisors first reported a position in First Trust DorseyWright DALI 1 ETF in Q2 2018 and held it in 7 quarters.
Cambridge Investment Research Advisors's First Trust DorseyWright DALI 1 ETF position peaked at $383K in Q3 2018.
19 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.