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

Fortis 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
2023
Q2 		– Sell
-2,155
Closed -$53.6K – 126
2023
Q1 		$53.6K Hold
2,155
– – 0.04% 156
2022
Q4 		$52.3K Sell
2,155
-244
-10% -$6.08K 0.04% 154
2022
Q3 		$58K Hold
2,399
– – 0.04% 154
2022
Q2 		$61K Buy
+2,399
New +$65.9K 0.04% 160

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
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fortis Advisors's DALI Position: Q2 2023 in Review

Fortis Advisors sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q2 2023, closing a stake of 2,155 shares — an estimated $53.6K sold.

Fortis Advisors first reported a position in DALI in Q2 2022 and held it in 4 quarters. The position peaked at $61K in Q2 2022. 25 funds tracked by Wall St. Rank hold DALI as of Q2 2023.

  • Fortis Advisors reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 2,155 First Trust DorseyWright DALI 1 ETF shares in Q2 2023, an estimated $53.6K.
  • Fortis Advisors first reported a position in First Trust DorseyWright DALI 1 ETF in Q2 2022 and held it in 4 quarters.
  • Fortis Advisors's First Trust DorseyWright DALI 1 ETF position peaked at $61K in Q2 2022.
  • 25 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.