Founders Financial Alliance
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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
Q3 		$1.44K Hold
51
– – ﹤0.01% 646
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

Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Founders Financial Alliance's DALI Position: Q3 2026 in Review

Founders Financial Alliance held its First Trust DorseyWright DALI 1 ETF (DALI) position steady in Q3 2026 at 51 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Founders Financial Alliance first reported a position in DALI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.5K in Q2 2026. 10 funds tracked by Wall St. Rank hold DALI as of Q3 2026.

  • Founders Financial Alliance held 51 shares of First Trust DorseyWright DALI 1 ETF worth $1.44K as of Q3 2026.
  • Founders Financial Alliance left its First Trust DorseyWright DALI 1 ETF share count unchanged in Q3 2026.
  • First Trust DorseyWright DALI 1 ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q3 2026, its #646 holding.
  • Founders Financial Alliance first reported a position in First Trust DorseyWright DALI 1 ETF in Q3 2025 and has held it in 5 quarters since.
  • Founders Financial Alliance's First Trust DorseyWright DALI 1 ETF position peaked at $1.5K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q3 2026.

Based on Founders Financial Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.