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First Trust DorseyWright DALI 1 ETF
DALI

Overview Fund Activity

22 hedge funds and large institutions have $133M invested in First Trust DorseyWright DALI 1 ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-5
Holders Change %
-18.52%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
7
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG
1
Strid Group
Pennsylvania
$107M
2
LPL Financial
2
LPL Financial
California
$15.5M
3
PTC
3
Private Trust Company
Ohio
$245K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.37M
5
ACM
5
Anfield Capital Management
California
$2.06M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
RJA
2
Raymond James & Associates
Florida
$1.72M
3
TCWM
3
Total Clarity Wealth Management
Illinois
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$107M +$4.87M +195,789 +5%
LPL Financial
2
LPL Financial
California
$15.5M +$4.2M +168,808 +37%
ACM
3
Anfield Capital Management
California
$2.06M +$132K +5,304 +7%
RJA
4
Raymond James & Associates
Florida
$1.72M -$1.23M -49,327 -42%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.37M +$145K +5,842 +12%
Bank of America
6
Bank of America
North Carolina
$1.34M -$224K -9,019 -14%
V
7
Veritable
Delaware
$1.27M – – –
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$732K +$126K +5,056 +21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$380K -$4K -161 -1%
Truist Financial
10
Truist Financial
North Carolina
$380K -$4K -161 -1%
Citadel Advisors
11
Citadel Advisors
Florida
$351K +$24K +965 +7%
PTC
12
Private Trust Company
Ohio
$245K +$245K +9,854 New
IA
13
IFP Advisors
Florida
$64.1K – – –
HGERS
14
Householder Group Estate & Retirement Specialist
Arizona
$57K +$57K +2,283 New
FA
15
Fortis Advisors
Pennsylvania
$53.6K – – –
ASN
16
Advisory Services Network
Georgia
$46.9K +$7.59K +305 +19%
Osaic Holdings
17
Osaic Holdings
Arizona
$40.8K -$547 -22 -1%
Morgan Stanley
18
Morgan Stanley
New York
$29.2K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$25K – – –
AAS
20
Ameritas Advisory Services
Nebraska
$16.1K +$16.1K +645 New
AWM
21
Avior Wealth Management
Nebraska
$10.1K – – –
Wells Fargo
22
Wells Fargo
California
$35 – – –
Stifel Financial
23
Stifel Financial
Missouri
– -$2.29M -94,283 Closed
TCWM
24
Total Clarity Wealth Management
Illinois
– -$971K -39,997 Closed
KAS
25
Kestra Advisory Services
Texas
– -$598K -24,630 Closed
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