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Creative Financial Designs’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Creative Financial Designs’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
2022
Q2 		– Sell
-220
Closed -$6K – 1259
2022
Q1 		$6K Sell
220
-2,520
-92% -$65.3K ﹤0.01% 1001
2021
Q4 		$73K Hold
2,740
– – 0.01% 501
2021
Q3 		$68K Sell
2,740
-1,240
-31% -$31.5K 0.01% 534
2021
Q2 		$101K Sell
3,980
-390
-9% -$9.59K 0.02% 442
2021
Q1 		$104K Sell
4,370
-95
-2% -$2.22K 0.02% 409
2020
Q4 		$97K Sell
4,465
-35
-0.8% -$705 0.02% 383
2020
Q3 		$81K Buy
4,500
+55
+1% +$974 0.02% 382
2020
Q2 		$77K Buy
4,445
+185
+4% +$3.15K 0.02% 337
2020
Q1 		$70K Buy
4,260
+880
+26% +$17.6K 0.04% 204
2019
Q4 		$71K Buy
+3,380
New +$68.6K 0.03% 218

Other funds holding DALI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Creative Financial Designs's DALI Position: Q2 2022 in Review

Creative Financial Designs sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q2 2022, closing a stake of 220 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in DALI in Q4 2019 and held it in 10 quarters. The position peaked at $104K in Q1 2021. 25 funds tracked by Wall St. Rank hold DALI as of Q2 2022.

  • Creative Financial Designs reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q2 2022 after selling out during the quarter.
  • Creative Financial Designs sold 220 First Trust DorseyWright DALI 1 ETF shares in Q2 2022, an estimated $6K.
  • Creative Financial Designs first reported a position in First Trust DorseyWright DALI 1 ETF in Q4 2019 and held it in 10 quarters.
  • Creative Financial Designs's First Trust DorseyWright DALI 1 ETF position peaked at $104K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2022.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.