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First Trust DorseyWright DALI 1 ETF
DALI

Overview Fund Activity

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.

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
2
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$5.77M
2
SG
2
Strid Group
Pennsylvania
$117M
3
WWM
3
Western Wealth Management
Colorado
$212K
4
LPL Financial
4
LPL Financial
California
$3.47M
5
GRP
5
Global Retirement Partners
California
$3K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$677K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$677K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$838K
Name Market Value Shares Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$117M 4,346,015 +136,366 +3%
SAM
2
Synergy Asset Management
Washington
$5.77M 214,301 +214,301 New
LPL Financial
3
LPL Financial
California
$3.47M 128,726 +5,814 +5%
V
4
Veritable
Delaware
$1.61M 59,926 – –
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.46M 54,081 -1,473 -3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$838K 31,123 -3,854 -11%
Truist Financial
7
Truist Financial
North Carolina
$677K 25,118 -7,748 -24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$677K 25,118 -7,748 -24%
Bank of America
9
Bank of America
North Carolina
$250K 9,282 -438 -5%
OPOWM
10
One Plus One Wealth Management
Florida
$236K 8,747 – –
WWM
11
Western Wealth Management
Colorado
$212K 7,846 +7,846 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$204K 7,594 -21 -0.3%
FAG
13
Fortitude Advisory Group
Washington
$63K 2,340 – –
IA
14
IFP Advisors
Florida
$43K 2,100 – –
Morgan Stanley
15
Morgan Stanley
New York
$32K 1,173 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$27K 1,000 – –
Osaic Holdings
17
Osaic Holdings
Arizona
$8K 288 – –
CFD
18
Creative Financial Designs
Indiana
$6K 220 -2,520 -92%
GRP
19
Global Retirement Partners
California
$3K 122 +122 New
Stifel Financial
20
Stifel Financial
Missouri
– – -18,276 Closed
Goldman Sachs
21
Goldman Sachs
New York
– – -11,273 Closed
UBS Group
22
UBS Group
Switzerland
– – -179 Closed
Wells Fargo
23
Wells Fargo
California
$0 1 – –
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –