Jones Financial Companies’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Jones Financial Companies’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
2026 Q2	$2.46K	Buy	+84	New	+$2.54K	﹤0.01%	4377

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 $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies's DALI Position: Q2 2026 in Review

Jones Financial Companies opened a new position in First Trust DorseyWright DALI 1 ETF (DALI) in Q2 2026: 84 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #4377 among its holdings.

15 funds tracked by Wall St. Rank hold DALI as of Q2 2026.

Jones Financial Companies held 84 shares of First Trust DorseyWright DALI 1 ETF worth $2.46K as of Q2 2026.
First Trust DorseyWright DALI 1 ETF was a new Jones Financial Companies position in Q2 2026.
First Trust DorseyWright DALI 1 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4377 holding.
15 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.