Householder Group Estate & Retirement Specialist’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-763	Closed	-$19K	–	681
2024 Q3	$19K	Hold	763	–	–	0.01%	690
2024 Q2	$18K	Sell	763 -209	-22%	-$4.92K	0.01%	695
2024 Q1	$23.4K	Sell	972 -2,655	-73%	-$60.5K	0.01%	641
2023 Q4	$78K	Buy	3,627 +5	+0.1%	+$114	0.03%	378
2023 Q3	$89.8K	Buy	+3,622	New	+$94.1K	0.03%	338
2023 Q1	$57K	Buy	+2,283	New	+$56.9K	0.02%	416
2022 Q4	–	Sell	-1,547	Closed	-$37K	–	480
2022 Q3	$37K	Buy	+1,547	New	+$38.8K	0.02%	451

Other funds holding DALI

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's DALI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q4 2024, closing a stake of 763 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in DALI in Q3 2022 and held it in 7 quarters. The position peaked at $89.8K in Q3 2023. 19 funds tracked by Wall St. Rank hold DALI as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 763 First Trust DorseyWright DALI 1 ETF shares in Q4 2024, an estimated $19K.
Householder Group Estate & Retirement Specialist first reported a position in First Trust DorseyWright DALI 1 ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's First Trust DorseyWright DALI 1 ETF position peaked at $89.8K in Q3 2023.
19 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.