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First Trust DorseyWright DALI 1 ETF
DALI

Overview Fund Activity

25 hedge funds and large institutions have $142M invested in First Trust DorseyWright DALI 1 ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
5
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG
1
Strid Group
Pennsylvania
$115M
2
Jane Street
2
Jane Street
New York
$879K
3
KPWS
3
Kestra Private Wealth Services
Texas
$687K
4
SPC
4
Sigma Planning Corp
Michigan
$419K
5
ACM
5
Anfield Capital Management
California
$2.36M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$15.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$563K
4
Truist Financial
4
Truist Financial
North Carolina
$204K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$204K
Name Market Value Shares Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$115M 4,444,123 +138,373 +3%
LPL Financial
2
LPL Financial
California
$15.4M 595,061 -26,485 -4%
ACM
3
Anfield Capital Management
California
$2.36M 91,448 +8,736 +11%
RJA
4
Raymond James & Associates
Florida
$1.99M 77,080 +8,030 +12%
V
5
Veritable
Delaware
$1.46M 56,576 +5,651 +11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.37M 53,005 -2,050 -4%
Bank of America
7
Bank of America
North Carolina
$1.21M 46,614 -7,149 -13%
Jane Street
8
Jane Street
New York
$879K 33,975 +33,975 New
KPWS
9
Kestra Private Wealth Services
Texas
$687K 26,563 +26,563 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$563K 21,764 -7,650 -26%
SPC
11
Sigma Planning Corp
Michigan
$419K 16,190 +16,190 New
PTC
12
Private Trust Company
Ohio
$255K 9,854 – –
Truist Financial
13
Truist Financial
North Carolina
$204K 7,895 -7,364 -48%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$204K 7,895 -7,364 -48%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$204K 7,892 +7,892 New
IA
16
IFP Advisors
Florida
$81.6K 3,155 – –
Wells Fargo
17
Wells Fargo
California
$51.7K 2,001 +2,000 +200,000%
Osaic Holdings
18
Osaic Holdings
Arizona
$42.4K 1,639 – –
CTWM
19
Cherry Tree Wealth Management
Minnesota
$39.2K 1,515 +1,515 New
Morgan Stanley
20
Morgan Stanley
New York
$30.3K 1,173 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$26K 1,000 – –
AWM
22
Avior Wealth Management
Nebraska
$10.5K 504 – –
NA
23
NewEdge Advisors
Louisiana
$9.13K 353 +353 New
CSPIA
24
Cary Street Partners Investment Advisory
Virginia
$2.59K 100 +100 New
UBS Group
25
UBS Group
Switzerland
$207 8 +8 New
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