First Trust DorseyWright DALI 1 ETF
DALI
11 hedge funds and large institutions have $7.72M invested in First Trust DorseyWright DALI 1 ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 6 closing their positions.
46.98% more ownership
Funds ownership: 16.87% → 63.85% (+47%)
31% less funds holding
Funds holding: 16 → 11 (-5)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
86% less capital inflows, than outflows
Capital inflows: $308K | Capital outflows: $2.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$139K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$106K |
| 3 |
Cetera Advisor Networks
El Segundo,
California
|
+$60.6K |
| 4 |
Creative Financial Designs
Kokomo,
Indiana
|
+$3.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$465K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$453K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$398K |
| 4 |
Jane Street
New York
|
-$204K |
| 5 |
Western Wealth Management
Golden,
Colorado
|
-$201K |
DALI Hedge Fund Activity: Q2 2020 in Review
11 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in First Trust DorseyWright DALI 1 ETF (DALI) for Q2 2020, worth a combined $7.72M — down 16% from $9.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DALI and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 3 added.
The largest buyer was LPL Financial, adding an estimated $139K. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $465K sold.
- 11 institutional investors held First Trust DorseyWright DALI 1 ETF (DALI) as of Q2 2020, down from 16 in Q1 2020.
- Funds reported $7.72M of First Trust DorseyWright DALI 1 ETF stock for Q2 2020, down 16% quarter-over-quarter.
- 1 fund opened new First Trust DorseyWright DALI 1 ETF positions in Q2 2020 and 6 closed out, a net change of -5 holders.
- The largest First Trust DorseyWright DALI 1 ETF buyer in Q2 2020 was LPL Financial, an estimated $139K added.
- The largest First Trust DorseyWright DALI 1 ETF seller in Q2 2020 was Cornerstone Wealth Management, an estimated $465K sold.
Based on aggregated 13F filings for Q2 2020.