First Trust DorseyWright DALI 1 ETF
DALI
16 hedge funds and large institutions have $31.8M invested in First Trust DorseyWright DALI 1 ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
23% more funds holding
Funds holding: 13 → 16 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.99% less ownership
Funds ownership: 77.56% → 76.56% (-0.99%)
17% less capital invested
Capital invested by funds: $38.5M → $31.8M (-$6.65M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.97M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.04M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$702K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$603K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$4.54M |
| 2 |
V
Veritable
Wilmington,
Delaware
|
-$1.12M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$177K |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$71.8K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$44.4K |
DALI Hedge Fund Activity: Q4 2018 in Review
16 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Trust DorseyWright DALI 1 ETF (DALI) for Q4 2018, worth a combined $31.8M — down 17% from $38.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DALI positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.97M. The largest seller was Strid Group, cutting an estimated $4.54M.
- 16 institutional investors held First Trust DorseyWright DALI 1 ETF (DALI) as of Q4 2018, up from 13 in Q3 2018.
- Funds reported $31.8M of First Trust DorseyWright DALI 1 ETF stock for Q4 2018, down 17% quarter-over-quarter.
- 6 funds opened new First Trust DorseyWright DALI 1 ETF positions in Q4 2018 and 3 closed out, a net change of +3 holders.
- The largest First Trust DorseyWright DALI 1 ETF buyer in Q4 2018 was LPL Financial, an estimated $2.97M added.
- The largest First Trust DorseyWright DALI 1 ETF seller in Q4 2018 was Strid Group, an estimated $4.54M sold.
Based on aggregated 13F filings for Q4 2018.