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First Trust DorseyWright DALI 1 ETF
DALI

Overview Fund Activity

19 hedge funds and large institutions have $66.3M invested in First Trust DorseyWright DALI 1 ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
5
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG
1
Strid Group
Pennsylvania
$45.9M
2
LPL Financial
2
LPL Financial
California
$4.31M
3
Bank of America
3
Bank of America
North Carolina
$943K
4
CFD
4
Creative Financial Designs
Indiana
$71K
5
RJA
5
Raymond James & Associates
Florida
$2.5M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$7.46M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$727K
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$443K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$966K
Name Market Value Shares Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$45.9M 2,173,008 +82,391 +4%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$7.46M 352,640 -24,869 -7%
LPL Financial
3
LPL Financial
California
$4.31M 203,835 +10,823 +6%
RJA
4
Raymond James & Associates
Florida
$2.5M 118,476 +2,305 +2%
CWM
5
Cornerstone Wealth Management
Missouri
$1.2M 56,705 -12,818 -18%
V
6
Veritable
Delaware
$1.13M 53,315 – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$966K 45,733 -1,908 -4%
Bank of America
8
Bank of America
North Carolina
$943K 44,621 +5,709 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$727K 34,438 -19,899 -37%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$443K 20,946 -12,674 -38%
WWM
11
Western Wealth Management
Colorado
$257K 12,166 +10 +0.1%
SPC
12
Sigma Planning Corp
Michigan
$229K 10,846 -1,547 -12%
GWM
13
Geneos Wealth Management
Colorado
$120K 5,700 – –
CFD
14
Creative Financial Designs
Indiana
$71K 3,380 +3,380 New
IA
15
IFP Advisors
Florida
$44K 2,100 – –
AG
16
Advisor Group
Arizona
$11K 532 – –
UBS Group
17
UBS Group
Switzerland
$7K 319 -1,407 -82%
GSC
18
G&S Capital
Colorado
$1K 75 – –
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
20
Wells Fargo
California
$0 1 +1 New