NA
DALI icon

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

NewEdge 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
2023
Q3 		– Sell
-353
Closed -$9.13K – 3504
2023
Q2 		$9.13K Buy
+353
New +$9.03K ﹤0.01% 2626

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

NewEdge Advisors's DALI Position: Q3 2023 in Review

NewEdge Advisors sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q3 2023, closing a stake of 353 shares — an estimated $9.13K sold.

NewEdge Advisors first reported a position in DALI in Q2 2023 and held it in 1 quarter. The position peaked at $9.13K in Q2 2023. 19 funds tracked by Wall St. Rank hold DALI as of Q3 2023.

  • NewEdge Advisors reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 353 First Trust DorseyWright DALI 1 ETF shares in Q3 2023, an estimated $9.13K.
  • NewEdge Advisors first reported a position in First Trust DorseyWright DALI 1 ETF in Q2 2023 and held it in 1 quarter.
  • NewEdge Advisors's First Trust DorseyWright DALI 1 ETF position peaked at $9.13K in Q2 2023.
  • 19 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.