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Steward Partners Investment Advisory’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Steward Partners Investment Advisory’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
2021
Q2 		– Sell
-19,000
Closed -$451K – 7153
2021
Q1 		$451K Buy
+19,000
New +$444K 0.01% 928

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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Steward Partners Investment Advisory's DALI Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q2 2021, closing a stake of 19,000 shares — an estimated $451K sold.

Steward Partners Investment Advisory first reported a position in DALI in Q1 2021 and held it in 1 quarter. The position peaked at $451K in Q1 2021. 17 funds tracked by Wall St. Rank hold DALI as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 19,000 First Trust DorseyWright DALI 1 ETF shares in Q2 2021, an estimated $451K.
  • Steward Partners Investment Advisory first reported a position in First Trust DorseyWright DALI 1 ETF in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's First Trust DorseyWright DALI 1 ETF position peaked at $451K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.