First Trust DorseyWright DALI 1 ETF
DALI
26 hedge funds and large institutions have $129M invested in First Trust DorseyWright DALI 1 ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
4% more funds holding
Funds holding: 25 → 26 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.96% less ownership
Funds ownership: 94.67% → 89.71% (-5%)
9% less capital invested
Capital invested by funds: $142M → $129M (-$12.1M)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$3.73M |
| 2 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
+$556K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$392K |
| 4 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$325K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$6.14M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.1M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.05M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$449K |
DALI Hedge Fund Activity: Q3 2022 in Review
26 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in First Trust DorseyWright DALI 1 ETF (DALI) for Q3 2022, worth a combined $129M — down 8.6% from $142M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DALI positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Stifel Financial, adding an estimated $3.73M. The largest seller was Strid Group, cutting an estimated $6.14M.
- 26 institutional investors held First Trust DorseyWright DALI 1 ETF (DALI) as of Q3 2022, up from 25 in Q2 2022.
- Funds reported $129M of First Trust DorseyWright DALI 1 ETF stock for Q3 2022, down 8.6% quarter-over-quarter.
- 2 funds opened new First Trust DorseyWright DALI 1 ETF positions in Q3 2022 and 1 closed out, a net change of +1 holder.
- The largest First Trust DorseyWright DALI 1 ETF buyer in Q3 2022 was Stifel Financial, an estimated $3.73M added.
- The largest First Trust DorseyWright DALI 1 ETF seller in Q3 2022 was Strid Group, an estimated $6.14M sold.
Based on aggregated 13F filings for Q3 2022.