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Founders Financial Alliance’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Founders Financial Alliance’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 		$1.5K Buy
51
+1
+2% +$30 ﹤0.01% 766
2026
Q1 		$1.4K Hold
50
– – ﹤0.01% 721
2025
Q4 		$1.44K Hold
50
– – ﹤0.01% 592
2025
Q3 		$1.41K Buy
+50
New +$1.37K ﹤0.01% 698

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

Founders Financial Alliance's DALI Position: Q2 2026 in Review

Founders Financial Alliance increased its First Trust DorseyWright DALI 1 ETF (DALI) stake by 2% in Q2 2026, buying an estimated $30 and bringing the position to 51 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Founders Financial Alliance first reported a position in DALI in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold DALI as of Q2 2026.

  • Founders Financial Alliance held 51 shares of First Trust DorseyWright DALI 1 ETF worth $1.5K as of Q2 2026.
  • Founders Financial Alliance bought 1 First Trust DorseyWright DALI 1 ETF share in Q2 2026, an estimated $30.
  • First Trust DorseyWright DALI 1 ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #766 holding.
  • Founders Financial Alliance first reported a position in First Trust DorseyWright DALI 1 ETF in Q3 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.