Janney Montgomery Scott
DALI icon

Janney Montgomery Scott’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Janney Montgomery Scott’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
2023
Q3 		– Sell
-7,892
Closed -$204K – 2611
2023
Q2 		$204K Buy
+7,892
New +$202K ﹤0.01% 2450

Other funds holding DALI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janney Montgomery Scott's DALI Position: Q3 2023 in Review

Janney Montgomery Scott sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q3 2023, closing a stake of 7,892 shares — an estimated $204K sold.

Janney Montgomery Scott first reported a position in DALI in Q2 2023 and held it in 1 quarter. The position peaked at $204K in Q2 2023. 19 funds tracked by Wall St. Rank hold DALI as of Q3 2023.

  • Janney Montgomery Scott reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q3 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,892 First Trust DorseyWright DALI 1 ETF shares in Q3 2023, an estimated $204K.
  • Janney Montgomery Scott first reported a position in First Trust DorseyWright DALI 1 ETF in Q2 2023 and held it in 1 quarter.
  • Janney Montgomery Scott's First Trust DorseyWright DALI 1 ETF position peaked at $204K in Q2 2023.
  • 19 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.