First Trust DorseyWright DALI 1 ETF
DALI
20 hedge funds and large institutions have $133M invested in First Trust DorseyWright DALI 1 ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 3 closing their positions.
8% more capital invested
Capital invested by funds: $123M → $133M (+$10.1M)
0.44% more ownership
Funds ownership: 96.13% → 96.57% (+0.44%)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$5.55M |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$3.53M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$203K |
| 4 |
LPL Financial
San Diego,
California
|
+$151K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$3.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$485K |
| 2 |
Goldman Sachs
New York
|
-$299K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$201K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$201K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$99.8K |
DALI Hedge Fund Activity: Q1 2022 in Review
20 of the 6,361 institutional investors tracked by Wall St. Rank reported a position in First Trust DorseyWright DALI 1 ETF (DALI) for Q1 2022, worth a combined $133M — up 8.3% from $123M a quarter earlier.
Fund positioning in DALI was balanced in Q1 2022: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 7 trimmed.
The largest buyer was Synergy Asset Management, opening a new position worth an estimated $5.55M. The largest seller was Stifel Financial, exiting entirely with an estimated $485K sold.
- 20 institutional investors held First Trust DorseyWright DALI 1 ETF (DALI) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $133M of First Trust DorseyWright DALI 1 ETF stock for Q1 2022, up 8.3% quarter-over-quarter.
- 3 funds opened new First Trust DorseyWright DALI 1 ETF positions in Q1 2022 and 3 closed out, a net change of 0 holders.
- The largest First Trust DorseyWright DALI 1 ETF buyer in Q1 2022 was Synergy Asset Management, an estimated $5.55M added.
- The largest First Trust DorseyWright DALI 1 ETF seller in Q1 2022 was Stifel Financial, an estimated $485K sold.
Based on aggregated 13F filings for Q1 2022.