First Trust DorseyWright DALI 1 ETF
DALI
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, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
21% more funds holding
Funds holding: 19 → 23 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.18% less ownership
Funds ownership: 95% → 91.82% (-3.2%)
22% less capital invested
Capital invested by funds: $139M → $109M (-$30M)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$5.88M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$776K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$533K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$288K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$73.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$10.5M |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$7.36M |
| 3 |
ACM
Anfield Capital Management
Irvine,
California
|
-$907K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$676K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$341K |
DALI Hedge Fund Activity: Q4 2023 in Review
23 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in First Trust DorseyWright DALI 1 ETF (DALI) for Q4 2023, worth a combined $109M — down 22% from $139M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DALI positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Prospera Financial Services, opening a new position worth an estimated $5.88M. The largest seller was LPL Financial, cutting an estimated $10.5M.
- 23 institutional investors held First Trust DorseyWright DALI 1 ETF (DALI) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $109M of First Trust DorseyWright DALI 1 ETF stock for Q4 2023, down 22% quarter-over-quarter.
- 7 funds opened new First Trust DorseyWright DALI 1 ETF positions in Q4 2023 and 2 closed out, a net change of +5 holders.
- The largest First Trust DorseyWright DALI 1 ETF buyer in Q4 2023 was Prospera Financial Services, an estimated $5.88M added.
- The largest First Trust DorseyWright DALI 1 ETF seller in Q4 2023 was LPL Financial, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2023.