First Trust DorseyWright DALI 1 ETF
DALI
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.
12% more funds holding
Funds holding: 17 → 19 (+2)
7% more capital invested
Capital invested by funds: $61.8M → $66.3M (+$4.48M)
0.83% more ownership
Funds ownership: 87.59% → 88.42% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$1.67M |
| 2 |
LPL Financial
San Diego,
California
|
+$220K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$116K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$68.6K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$46.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$505K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$404K |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$260K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$257K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$38.7K |
DALI Hedge Fund Activity: Q4 2019 in Review
19 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust DorseyWright DALI 1 ETF (DALI) for Q4 2019, worth a combined $66.3M — up 7.2% from $61.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DALI positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Strid Group, adding an estimated $1.67M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $505K.
- 19 institutional investors held First Trust DorseyWright DALI 1 ETF (DALI) as of Q4 2019, up from 17 in Q3 2019.
- Funds reported $66.3M of First Trust DorseyWright DALI 1 ETF stock for Q4 2019, up 7.2% quarter-over-quarter.
- 2 funds opened new First Trust DorseyWright DALI 1 ETF positions in Q4 2019 and 0 closed out, a net change of +2 holders.
- The largest First Trust DorseyWright DALI 1 ETF buyer in Q4 2019 was Strid Group, an estimated $1.67M added.
- The largest First Trust DorseyWright DALI 1 ETF seller in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $505K sold.
Based on aggregated 13F filings for Q4 2019.