Cherry Tree Wealth Management’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Cherry Tree Wealth 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
2026 Q1	$68.6K	Hold	2,467	–	–	0.01%	244
2025 Q4	$71K	Hold	2,467	–	–	0.02%	240
2025 Q3	$69.5K	Buy	2,467 +38	+2%	+$1.04K	0.02%	240
2025 Q2	$64.3K	Hold	2,429	–	–	0.01%	243
2025 Q1	$58.2K	Buy	2,429 +110	+5%	+$2.84K	0.01%	249
2024 Q4	$59.9K	Sell	2,319 -208	-8%	-$5.45K	0.01%	244
2024 Q3	$63.7K	Hold	2,527	–	–	0.02%	245
2024 Q2	$61K	Sell	2,527 -204	-7%	-$4.8K	0.02%	242
2024 Q1	$65.9K	Hold	2,731	–	–	0.02%	237
2023 Q4	$58.9K	Hold	2,731	–	–	0.02%	233
2023 Q3	$67.7K	Buy	2,731 +1,216	+80%	+$31.6K	0.02%	212
2023 Q2	$39.2K	Buy	+1,515	New	+$38.7K	0.01%	242

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cherry Tree Wealth Management's DALI Position: Q1 2026 in Review

Cherry Tree Wealth Management held its First Trust DorseyWright DALI 1 ETF (DALI) position steady in Q1 2026 at 2,467 shares worth $68.6K. The position accounts for 0.01% of the portfolio, ranked #244.

Cherry Tree Wealth Management first reported a position in DALI in Q2 2023 and has held it in 12 quarters since. The position peaked at $71K in Q4 2025. 17 funds tracked by Wall St. Rank hold DALI as of Q1 2026.

Cherry Tree Wealth Management held 2,467 shares of First Trust DorseyWright DALI 1 ETF worth $68.6K as of Q1 2026.
Cherry Tree Wealth Management left its First Trust DorseyWright DALI 1 ETF share count unchanged in Q1 2026.
First Trust DorseyWright DALI 1 ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #244 holding.
Cherry Tree Wealth Management first reported a position in First Trust DorseyWright DALI 1 ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's First Trust DorseyWright DALI 1 ETF position peaked at $71K in Q4 2025.
17 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.