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

Stifel Financial’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	$233K	Sell	7,815 -200	-2%	-$6.04K	﹤0.01%	3427
2026 Q1	$223K	Sell	8,015 -704	-8%	-$20.7K	﹤0.01%	3361
2025 Q4	$251K	Buy	+8,719	New	+$247K	﹤0.01%	3260
2023 Q1	–	Sell	-94,283	Closed	-$2.29M	–	3343
2022 Q4	$2.29M	Sell	94,283 -78,003	-45%	-$1.94M	﹤0.01%	1428
2022 Q3	$4.14M	Buy	172,286 +149,075	+642%	+$3.73M	0.01%	1033
2022 Q2	$588K	Buy	+23,211	New	+$637K	﹤0.01%	2379
2022 Q1	–	Sell	-18,276	Closed	-$485K	–	3390
2021 Q4	$485K	Buy	+18,276	New	+$482K	﹤0.01%	2603

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

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

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $532M AUM 15.18% 1-Year Est. Return

Stifel Financial's DALI Position: Q2 2026 in Review

Stifel Financial reduced its First Trust DorseyWright DALI 1 ETF (DALI) stake by 2.5% in Q2 2026, selling an estimated $6.04K and leaving 7,815 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #3427.

Stifel Financial first reported a position in DALI in Q4 2021 and has held it in 7 quarters since. The position peaked at $4.14M in Q3 2022. 16 funds tracked by Wall St. Rank hold DALI as of Q2 2026.

Stifel Financial held 7,815 shares of First Trust DorseyWright DALI 1 ETF worth $233K as of Q2 2026.
Stifel Financial sold 200 First Trust DorseyWright DALI 1 ETF shares in Q2 2026, an estimated $6.04K.
First Trust DorseyWright DALI 1 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3427 holding.
Stifel Financial first reported a position in First Trust DorseyWright DALI 1 ETF in Q4 2021 and has held it in 7 quarters since.
Stifel Financial's First Trust DorseyWright DALI 1 ETF position peaked at $4.14M in Q3 2022.
16 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.