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First Trust DorseyWright DALI 1 ETF
DALI

Overview Fund Activity

27 hedge funds and large institutions have $126M invested in First Trust DorseyWright DALI 1 ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
5
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG
1
Strid Group
Pennsylvania
$99.8M
2
Bank of America
2
Bank of America
North Carolina
$1.52M
3
TCWM
3
Total Clarity Wealth Management
Illinois
$971K
4
IAIM
4
International Assets Investment Management
Florida
$247K
5
ASN
5
Advisory Services Network
Georgia
$38.3K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.19M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.29M
4
KAS
4
Kestra Advisory Services
Texas
$598K
5
OPOWM
5
One Plus One Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
26
Money Concepts Capital
Florida
$826 +$826 +34 New
Wells Fargo
27
Wells Fargo
California
$24 – – –
OPOWM
28
One Plus One Wealth Management
Florida
– -$653K -27,159 Closed
PTC
29
Private Trust Company
Ohio
– -$220K -9,156 Closed
HGERS
30
Householder Group Estate & Retirement Specialist
Arizona
– -$37K -1,547 Closed
1
2