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First Trust DorseyWright DALI 1 ETF
DALI

Overview Fund Activity

23 hedge funds and large institutions have $109M invested in First Trust DorseyWright DALI 1 ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
5
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$5.54M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$1.22M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$991K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.02M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$271K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.58M
2
SG
2
Strid Group
Pennsylvania
$91.5M
3
ACM
3
Anfield Capital Management
California
$1.1M
4
RJA
4
Raymond James & Associates
Florida
$982K
5
KPWS
5
Kestra Private Wealth Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$91.5M 4,243,594 -321,543 -7%
PFS
2
Prospera Financial Services
Texas
$5.54M 256,792 +256,792 New
LPL Financial
3
LPL Financial
California
$4.58M 212,536 -459,559 -68%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$1.22M 56,685 +56,685 New
ACM
5
Anfield Capital Management
California
$1.1M 50,888 -39,624 -44%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.06M 48,937 -2,800 -5%
Citadel Advisors
7
Citadel Advisors
Florida
$1.02M 47,151 +23,303 +98%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$991K 45,945 +33,875 +281%
RJA
9
Raymond James & Associates
Florida
$982K 45,557 -29,508 -39%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$271K 12,586 +12,586 New
Osaic Holdings
11
Osaic Holdings
Arizona
$226K 10,506 -8,033 -43%
Bank of America
12
Bank of America
North Carolina
$104K 4,810 +3,192 +197%
HGERS
13
Householder Group Estate & Retirement Specialist
Arizona
$78K 3,627 +5 +0.1%
CTWM
14
Cherry Tree Wealth Management
Minnesota
$58.9K 2,731 – –
Morgan Stanley
15
Morgan Stanley
New York
$50.6K 2,346 +1,173 +100%
IA
16
IFP Advisors
Florida
$45.3K 2,100 -1,055 -33%
ASN
17
Advisory Services Network
Georgia
$34.1K 1,579 +1,579 New
UBS Group
18
UBS Group
Switzerland
$23.5K 1,092 +1,092 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$22K 1,000 – –
AWM
20
Avior Wealth Management
Nebraska
$8.81K 504 – –
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.68K 124 +124 New
TRCT
22
Tower Research Capital (TRC)
New York
$1.75K 81 +81 New
Wells Fargo
23
Wells Fargo
California
$27 1 -2,000 -100%
KPWS
24
Kestra Private Wealth Services
Texas
– – -13,755 Closed
PTC
25
Private Trust Company
Ohio
– – -9,854 Closed
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