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Fortitude Advisory Group’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Fortitude Advisory Group’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
-2,340
Closed -$63K – 452
2022
Q1 		$63K Hold
2,340
– – 0.03% 461
2021
Q4 		$62K Buy
+2,340
New +$61.7K 0.03% 475

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 $374B AUM 17.66% 1-Year Est. Return

Fortitude Advisory Group's DALI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q2 2022, closing a stake of 2,340 shares — an estimated $63K sold.

Fortitude Advisory Group first reported a position in DALI in Q4 2021 and held it in 2 quarters. The position peaked at $63K in Q1 2022. 25 funds tracked by Wall St. Rank hold DALI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,340 First Trust DorseyWright DALI 1 ETF shares in Q2 2022, an estimated $63K.
  • Fortitude Advisory Group first reported a position in First Trust DorseyWright DALI 1 ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's First Trust DorseyWright DALI 1 ETF position peaked at $63K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.