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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
Q2 		$78.4K Buy
2,636
+169
+7% +$5.1K 0.01% 246
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

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 $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's DALI Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its First Trust DorseyWright DALI 1 ETF (DALI) stake by 6.9% in Q2 2026, buying an estimated $5.1K and bringing the position to 2,636 shares worth $78.4K. The position accounts for 0.01% of the portfolio, ranked #246.

Cherry Tree Wealth Management first reported a position in DALI in Q2 2023 and has held it in 13 quarters since. 16 funds tracked by Wall St. Rank hold DALI as of Q2 2026.

  • Cherry Tree Wealth Management held 2,636 shares of First Trust DorseyWright DALI 1 ETF worth $78.4K as of Q2 2026.
  • Cherry Tree Wealth Management bought 169 First Trust DorseyWright DALI 1 ETF shares in Q2 2026, an estimated $5.1K.
  • First Trust DorseyWright DALI 1 ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Cherry Tree Wealth Management first reported a position in First Trust DorseyWright DALI 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • 16 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.