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First Trust DorseyWright DALI 1 ETF
DALI

Overview Fund Activity

27 hedge funds and large institutions have $126M invested in First Trust DorseyWright DALI 1 ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
5
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG
1
Strid Group
Pennsylvania
$99.8M
2
Bank of America
2
Bank of America
North Carolina
$1.52M
3
TCWM
3
Total Clarity Wealth Management
Illinois
$971K
4
IAIM
4
International Assets Investment Management
Florida
$247K
5
ASN
5
Advisory Services Network
Georgia
$38.3K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.19M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.29M
4
KAS
4
Kestra Advisory Services
Texas
$598K
5
OPOWM
5
One Plus One Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$99.8M 4,109,961 +155,721 +4%
LPL Financial
2
LPL Financial
California
$11M 452,738 -112,409 -20%
RJA
3
Raymond James & Associates
Florida
$2.87M 118,377 -20,352 -15%
Stifel Financial
4
Stifel Financial
Missouri
$2.29M 94,283 -78,003 -45%
ACM
5
Anfield Capital Management
California
$1.88M 77,408 -8,736 -10%
Bank of America
6
Bank of America
North Carolina
$1.52M 62,782 +47,350 +307%
V
7
Veritable
Delaware
$1.24M 50,925 – –
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.19M 49,213 -94,585 -66%
TCWM
9
Total Clarity Wealth Management
Illinois
$971K 39,997 +17,817 +80%
KAS
10
Kestra Advisory Services
Texas
$598K 24,630 -29,061 -54%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$591K 24,358 -5,589 -19%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$374K 15,420 -16,813 -52%
Truist Financial
13
Truist Financial
North Carolina
$374K 15,420 -284 -2%
Citadel Advisors
14
Citadel Advisors
Florida
$319K 13,133 -26,339 -67%
IAIM
15
International Assets Investment Management
Florida
$247K 7,834 +7,834 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$210K 8,661 +7 +0.1%
IA
17
IFP Advisors
Florida
$64K 3,155 +1,055 +50%
FA
18
Fortis Advisors
Pennsylvania
$52.3K 2,155 -244 -10%
Osaic Holdings
19
Osaic Holdings
Arizona
$40K 1,661 -2,715 -62%
ASN
20
Advisory Services Network
Georgia
$38.3K 1,579 +1,579 New
UBS Group
21
UBS Group
Switzerland
$29.4K 1,211 -3,659 -75%
Morgan Stanley
22
Morgan Stanley
New York
$28.5K 1,173 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$24K 1,000 – –
AWM
24
Avior Wealth Management
Nebraska
$9.91K 504 – –
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$2.43K 100 +100 New
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