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Prospera Financial Services’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Prospera Financial Services’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 		$3.79M Sell
127,549
-19,401
-13% -$586K 0.06% 351
2026
Q1 		$4.09M Sell
146,950
-4,436
-3% -$130K 0.07% 304
2025
Q4 		$4.35M Sell
151,386
-8,908
-6% -$253K 0.07% 271
2025
Q3 		$4.52M Sell
160,294
-5,676
-3% -$155K 0.08% 272
2025
Q2 		$4.39M Buy
165,970
+3,081
+2% +$75.6K 0.08% 253
2025
Q1 		$3.9M Sell
162,889
-1,688
-1% -$43.6K 0.09% 242
2024
Q4 		$4.25M Sell
164,577
-14,210
-8% -$372K 0.1% 223
2024
Q3 		$4.51M Sell
178,787
-29,882
-14% -$721K 0.12% 196
2024
Q2 		$5.03M Sell
208,669
-29,207
-12% -$687K 0.14% 163
2024
Q1 		$5.74M Sell
237,876
-18,916
-7% -$431K 0.17% 125
2023
Q4 		$5.54M Buy
+256,792
New +$5.88M 0.18% 126
2020
Q4 		– Sell
-244
Closed -$4K – 859
2020
Q3 		$4K Buy
+244
New +$4.32K ﹤0.01% 1320

Other funds holding DALI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Prospera Financial Services's DALI Position: Q2 2026 in Review

Prospera Financial Services reduced its First Trust DorseyWright DALI 1 ETF (DALI) stake by 13% in Q2 2026, selling an estimated $586K and leaving 127,549 shares worth $3.79M. The position accounts for 0.06% of the portfolio, ranked #351.

Prospera Financial Services first reported a position in DALI in Q3 2020 and has held it in 12 quarters since. The position peaked at $5.74M in Q1 2024. 4 funds tracked by Wall St. Rank hold DALI as of Q2 2026.

  • Prospera Financial Services held 127,549 shares of First Trust DorseyWright DALI 1 ETF worth $3.79M as of Q2 2026.
  • Prospera Financial Services sold 19,401 First Trust DorseyWright DALI 1 ETF shares in Q2 2026, an estimated $586K.
  • First Trust DorseyWright DALI 1 ETF made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #351 holding.
  • Prospera Financial Services first reported a position in First Trust DorseyWright DALI 1 ETF in Q3 2020 and has held it in 12 quarters since.
  • Prospera Financial Services's First Trust DorseyWright DALI 1 ETF position peaked at $5.74M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.