First Trust DorseyWright DALI 1 ETF
DALI
25 hedge funds and large institutions have $142M invested in First Trust DorseyWright DALI 1 ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 5 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
25% more funds holding
Funds holding: 20 → 25 (+5)
7% more capital invested
Capital invested by funds: $133M → $142M (+$8.91M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.9% less ownership
Funds ownership: 96.57% → 94.67% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.1M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.38M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.61M |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
+$2.37M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$5.77M |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$4.03M |
| 3 |
V
Veritable
Wilmington,
Delaware
|
-$247K |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$212K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$188K |
DALI Hedge Fund Activity: Q2 2022 in Review
25 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in First Trust DorseyWright DALI 1 ETF (DALI) for Q2 2022, worth a combined $142M — up 6.7% from $133M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DALI positions and 5 closed out — a net gain of 5 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $5.77M sold.
- 25 institutional investors held First Trust DorseyWright DALI 1 ETF (DALI) as of Q2 2022, up from 20 in Q1 2022.
- Funds reported $142M of First Trust DorseyWright DALI 1 ETF stock for Q2 2022, up 6.7% quarter-over-quarter.
- 10 funds opened new First Trust DorseyWright DALI 1 ETF positions in Q2 2022 and 5 closed out, a net change of +5 holders.
- The largest First Trust DorseyWright DALI 1 ETF buyer in Q2 2022 was LPL Financial, an estimated $13.1M added.
- The largest First Trust DorseyWright DALI 1 ETF seller in Q2 2022 was Synergy Asset Management, an estimated $5.77M sold.
Based on aggregated 13F filings for Q2 2022.