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First Trust DorseyWright DALI 1 ETF
DALI

Overview Fund Activity

19 hedge funds and large institutions have $103M invested in First Trust DorseyWright DALI 1 ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
–
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
4
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.19M
2
Raymond James Financial
2
Raymond James Financial
Florida
$457K
3
HIS
3
Harvest Investment Services
Illinois
$376K
4
HIW
4
Holos Integrated Wealth
Pennsylvania
$68.4K
5
LPL Financial
5
LPL Financial
California
$2.23M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$4.25M
2
SG
2
Strid Group
Pennsylvania
$93M
3
UBS Group
3
UBS Group
Switzerland
$0
4
IA
4
IFP Advisors
Florida
$54.2K
5
Bank of America
5
Bank of America
North Carolina
$93.6K
Name Market Value Shares Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$93M 3,604,244 -12,995 -0.4%
PFS
2
Prospera Financial Services
Texas
$4.25M 164,577 -14,210 -8%
LPL Financial
3
LPL Financial
California
$2.23M 86,262 +1,545 +2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.19M 46,246 +29,560 +177%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$1.17M 45,157 +33 +0.1%
Raymond James Financial
6
Raymond James Financial
Florida
$457K 17,718 +17,718 New
KP
7
Keel Point
Alabama
$377K 14,617 -73 -0.5%
HIS
8
Harvest Investment Services
Illinois
$376K 14,554 +14,554 New
Bank of America
9
Bank of America
North Carolina
$93.6K 3,628 -1,158 -24%
HIW
10
Holos Integrated Wealth
Pennsylvania
$68.4K 2,650 +2,650 New
CTWM
11
Cherry Tree Wealth Management
Minnesota
$59.9K 2,319 -208 -8%
IA
12
IFP Advisors
Florida
$54.2K 2,100 -1,231 -37%
Morgan Stanley
13
Morgan Stanley
New York
$30.3K 1,175 +1 +0.1%
AWM
14
Avior Wealth Management
Nebraska
$10.5K 504 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$6.49K 251 -191 -43%
TRCT
16
Tower Research Capital (TRC)
New York
$3.98K 154 – –
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$2.83K 109 -4 -4%
FFA
18
Farther Finance Advisors
California
$1.14K 44 – –
Wells Fargo
19
Wells Fargo
California
$24 1 – –
UBS Group
20
UBS Group
Switzerland
– – -6,169 Closed
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
– – -763 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –