First Trust DorseyWright DALI 1 ETF
DALI
21 hedge funds and large institutions have $113M invested in First Trust DorseyWright DALI 1 ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 3 closing their positions.
2.55% more ownership
Funds ownership: 91.82% → 94.37% (+2.5%)
3% more capital invested
Capital invested by funds: $109M → $113M (+$3.79M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 23 → 21 (-2)
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KP
Keel Point
Huntsville,
Alabama
|
+$305K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$85.3K |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$12.3K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$91 |
| 5 |
Morgan Stanley
New York
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.91M |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$2.26M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.06M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$541K |
DALI Hedge Fund Activity: Q1 2024 in Review
21 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in First Trust DorseyWright DALI 1 ETF (DALI) for Q1 2024, worth a combined $113M — up 3.5% from $109M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DALI and 1 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 4 added.
The largest buyer was Keel Point, opening a new position worth an estimated $305K. The largest seller was LPL Financial, cutting an estimated $2.91M.
- 21 institutional investors held First Trust DorseyWright DALI 1 ETF (DALI) as of Q1 2024, down from 23 in Q4 2023.
- Funds reported $113M of First Trust DorseyWright DALI 1 ETF stock for Q1 2024, up 3.5% quarter-over-quarter.
- 1 fund opened new First Trust DorseyWright DALI 1 ETF positions in Q1 2024 and 3 closed out, a net change of -2 holders.
- The largest First Trust DorseyWright DALI 1 ETF buyer in Q1 2024 was Keel Point, an estimated $305K added.
- The largest First Trust DorseyWright DALI 1 ETF seller in Q1 2024 was LPL Financial, an estimated $2.91M sold.
Based on aggregated 13F filings for Q1 2024.