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Global Retirement Partners’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Global Retirement Partners’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
-122
Closed -$3K – 2716
2022
Q1 		$3K Buy
+122
New +$3.16K ﹤0.01% 2040

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RJFSA
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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 $424B AUM 22.94% 1-Year Est. Return

Global Retirement Partners's DALI Position: Q2 2022 in Review

Global Retirement Partners sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q2 2022, closing a stake of 122 shares — an estimated $3K sold.

Global Retirement Partners first reported a position in DALI in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 25 funds tracked by Wall St. Rank hold DALI as of Q2 2022.

  • Global Retirement Partners reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q2 2022 after selling out during the quarter.
  • Global Retirement Partners sold 122 First Trust DorseyWright DALI 1 ETF shares in Q2 2022, an estimated $3K.
  • Global Retirement Partners first reported a position in First Trust DorseyWright DALI 1 ETF in Q1 2022 and held it in 1 quarter.
  • Global Retirement Partners's First Trust DorseyWright DALI 1 ETF position peaked at $3K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2022.

Based on Global Retirement Partners's 13F filing for Q2 2022, filed 15 Jul 2022.