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Stratos Wealth Partners’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-500
Closed -$11K – 1161
2018
Q3 		$11K Buy
+500
New +$10.4K ﹤0.01% 2128

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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stratos Wealth Partners's DALI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q4 2018, closing a stake of 500 shares — an estimated $11K sold.

Stratos Wealth Partners first reported a position in DALI in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 16 funds tracked by Wall St. Rank hold DALI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 500 First Trust DorseyWright DALI 1 ETF shares in Q4 2018, an estimated $11K.
  • Stratos Wealth Partners first reported a position in First Trust DorseyWright DALI 1 ETF in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's First Trust DorseyWright DALI 1 ETF position peaked at $11K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.