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TRUE Private Wealth Advisors’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

TRUE Private Wealth 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
2018
Q4 		– Sell
-3,405
Closed -$71.8K – 390
2018
Q3 		$71.8K Buy
+3,405
New +$70.9K 0.01% 410

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

TRUE Private Wealth Advisors's DALI Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q4 2018, closing a stake of 3,405 shares — an estimated $71.8K sold.

TRUE Private Wealth Advisors first reported a position in DALI in Q3 2018 and held it in 1 quarter. The position peaked at $71.8K in Q3 2018. 16 funds tracked by Wall St. Rank hold DALI as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 3,405 First Trust DorseyWright DALI 1 ETF shares in Q4 2018, an estimated $71.8K.
  • TRUE Private Wealth Advisors first reported a position in First Trust DorseyWright DALI 1 ETF in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's First Trust DorseyWright DALI 1 ETF position peaked at $71.8K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.