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IFP Advisors’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

IFP Advisors’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
Q2 		– Sell
-2,226
Closed -$53.3K – 4942
2025
Q1 		$53.3K Buy
2,226
+126
+6% +$3.26K ﹤0.01% 1863
2024
Q4 		$54.2K Sell
2,100
-1,231
-37% -$32.2K ﹤0.01% 1790
2024
Q3 		$84K Buy
3,331
+1,231
+59% +$29.7K ﹤0.01% 1482
2024
Q2 		$50.7K Hold
2,100
– – ﹤0.01% 1678
2024
Q1 		$50.7K Hold
2,100
– – ﹤0.01% 1584
2023
Q4 		$45.3K Sell
2,100
-1,055
-33% -$24.2K ﹤0.01% 1580
2023
Q3 		$78.2K Hold
3,155
– – ﹤0.01% 1376
2023
Q2 		$81.6K Hold
3,155
– – ﹤0.01% 1407
2023
Q1 		$64.1K Hold
3,155
– – ﹤0.01% 1450
2022
Q4 		$64K Buy
3,155
+1,055
+50% +$26.3K ﹤0.01% 2063
2022
Q3 		$43K Hold
2,100
– – ﹤0.01% 2478
2022
Q2 		$43K Hold
2,100
– – ﹤0.01% 2263
2022
Q1 		$43K Hold
2,100
– – ﹤0.01% 2263
2021
Q4 		$56K Hold
2,100
– – ﹤0.01% 1511
2021
Q3 		$52K Hold
2,100
– – ﹤0.01% 1559
2021
Q2 		$53K Hold
2,100
– – ﹤0.01% 1494
2021
Q1 		$50K Hold
2,100
– – ﹤0.01% 1466
2020
Q4 		$46K Hold
2,100
– – ﹤0.01% 1477
2020
Q3 		$38K Hold
2,100
– – ﹤0.01% 1387
2020
Q2 		$36K Hold
2,100
– – ﹤0.01% 1341
2020
Q1 		$36K Hold
2,100
– – ﹤0.01% 1258
2019
Q4 		$44K Hold
2,100
– – ﹤0.01% 1309
2019
Q3 		$41K Buy
+2,100
New +$42.6K ﹤0.01% 1456
2019
Q1 		$42K Hold
2,100
– – 0.01% 1036
2018
Q4 		$35K Hold
2,100
– – ﹤0.01% 1810
2018
Q3 		$44K Buy
+2,100
New +$43.8K ﹤0.01% 1962

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
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $473M AUM 12.37% 1-Year Est. Return

IFP Advisors's DALI Position: Q2 2025 in Review

IFP Advisors sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q2 2025, closing a stake of 2,226 shares — an estimated $53.3K sold.

IFP Advisors first reported a position in DALI in Q3 2018 and held it in 26 quarters. The position peaked at $84K in Q3 2024. 16 funds tracked by Wall St. Rank hold DALI as of Q2 2025.

  • IFP Advisors reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 2,226 First Trust DorseyWright DALI 1 ETF shares in Q2 2025, an estimated $53.3K.
  • IFP Advisors first reported a position in First Trust DorseyWright DALI 1 ETF in Q3 2018 and held it in 26 quarters.
  • IFP Advisors's First Trust DorseyWright DALI 1 ETF position peaked at $84K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.