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Harvest Investment Services’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Harvest Investment Services’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
2025
Q1 		– Sell
-14,554
Closed -$376K – 292
2024
Q4 		$376K Buy
+14,554
New +$381K 0.09% 198

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 $377B AUM 19.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Harvest Investment Services's DALI Position: Q1 2025 in Review

Harvest Investment Services sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q1 2025, closing a stake of 14,554 shares — an estimated $376K sold.

Harvest Investment Services first reported a position in DALI in Q4 2024 and held it in 1 quarter. The position peaked at $376K in Q4 2024. 17 funds tracked by Wall St. Rank hold DALI as of Q1 2025.

  • Harvest Investment Services reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Services sold 14,554 First Trust DorseyWright DALI 1 ETF shares in Q1 2025, an estimated $376K.
  • Harvest Investment Services first reported a position in First Trust DorseyWright DALI 1 ETF in Q4 2024 and held it in 1 quarter.
  • Harvest Investment Services's First Trust DorseyWright DALI 1 ETF position peaked at $376K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.