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Farther Finance Advisors’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Farther Finance 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
2025
Q3 		– Sell
-44
Closed -$1.17K – 4984
2025
Q2 		$1.17K Hold
44
– – ﹤0.01% 3864
2025
Q1 		$1.06K Hold
44
– – ﹤0.01% 3595
2024
Q4 		$1.14K Hold
44
– – ﹤0.01% 3205
2024
Q3 		$1.11K Buy
+44
New +$1.06K ﹤0.01% 3211

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 $377B AUM 19.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $473M AUM 12.37% 1-Year Est. Return

Farther Finance Advisors's DALI Position: Q3 2025 in Review

Farther Finance Advisors sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q3 2025, closing a stake of 44 shares — an estimated $1.17K sold.

Farther Finance Advisors first reported a position in DALI in Q3 2024 and held it in 4 quarters. The position peaked at $1.17K in Q2 2025. 15 funds tracked by Wall St. Rank hold DALI as of Q3 2025.

  • Farther Finance Advisors reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q3 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 44 First Trust DorseyWright DALI 1 ETF shares in Q3 2025, an estimated $1.17K.
  • Farther Finance Advisors first reported a position in First Trust DorseyWright DALI 1 ETF in Q3 2024 and held it in 4 quarters.
  • Farther Finance Advisors's First Trust DorseyWright DALI 1 ETF position peaked at $1.17K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q3 2025.

Based on Farther Finance Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.