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First Trust DorseyWright DALI 1 ETF
DALI

Overview Fund Activity

17 hedge funds and large institutions have $104M invested in First Trust DorseyWright DALI 1 ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
3
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG
1
Strid Group
Pennsylvania
$95.3M
2
V
2
Veritable
Delaware
$1.52M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.32M
4
Truist Financial
4
Truist Financial
North Carolina
$1.32M
5
Bank of America
5
Bank of America
North Carolina
$287K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$0
2
LPL Financial
2
LPL Financial
California
$2.82M
3
SPIA
3
Steward Partners Investment Advisory
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$268K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$664K
Name Market Value Shares Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$95.3M 3,898,976 +1,339,386 +52%
LPL Financial
2
LPL Financial
California
$2.82M 110,858 -43,521 -28%
V
3
Veritable
Delaware
$1.52M 59,926 +59,926 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.32M 52,103 +52,103 New
Truist Financial
5
Truist Financial
North Carolina
$1.32M 52,103 +52,103 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$664K 26,131 -1,852 -7%
Bank of America
7
Bank of America
North Carolina
$287K 11,319 +1,631 +17%
OMC
8
Old Mission Capital
Illinois
$268K 10,542 -9,579 -48%
OPOWM
9
One Plus One Wealth Management
Florida
$255K 10,017 – –
AWA
10
Arkadios Wealth Advisors
Georgia
$126K 4,965 +40 +0.8%
CFD
11
Creative Financial Designs
Indiana
$101K 3,980 -390 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$58K 2,288 -244 -10%
IA
13
IFP Advisors
Florida
$53K 2,100 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$25K 1,000 – –
ASN
15
Advisory Services Network
Georgia
$24K 964 +964 New
TRCT
16
Tower Research Capital (TRC)
New York
$4K 156 +156 New
RJA
17
Raymond James & Associates
Florida
– – -94,767 Closed
SPIA
18
Steward Partners Investment Advisory
New York
– – -19,000 Closed
AIC
19
Ameritas Investment Company
Nebraska
– – -500 Closed
UBS Group
20
UBS Group
Switzerland
– – -348 Closed
Wells Fargo
21
Wells Fargo
California
$0 1 – –
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –