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First Trust DorseyWright DALI 1 ETF

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more capital invested

Capital invested by funds: $101M → $103M (+$2.69M)

0% more funds holding

Funds holding: 1919 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 95.12%94.27% (-0.86%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

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
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Strid Group
Pennsylvania
$93M -$340K -12,995 -0.4%
PFS
2
Prospera Financial Services
Texas
$4.25M -$372K -14,210 -8%
LPL Financial
3
LPL Financial
California
$2.23M +$40.4K +1,545 +2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.19M +$774K +29,560 +177%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$1.17M +$864 +33 +0.1%
Raymond James Financial
6
Raymond James Financial
Florida
$457K +$464K +17,718 New
KP
7
Keel Point
Alabama
$377K -$1.91K -73 -0.5%
HIS
8
Harvest Investment Services
Illinois
$376K +$381K +14,554 New
Bank of America
9
Bank of America
North Carolina
$93.6K -$30.3K -1,158 -24%
HIW
10
Holos Integrated Wealth
Pennsylvania
$68.4K +$69.4K +2,650 New
CTWM
11
Cherry Tree Wealth Management
Minnesota
$59.9K -$5.45K -208 -8%
IA
12
IFP Advisors
Florida
$54.2K -$32.2K -1,231 -37%
Morgan Stanley
13
Morgan Stanley
New York
$30.3K +$26 +1 +0.1%
AWM
14
Avior Wealth Management
Nebraska
$10.5K
Osaic Holdings
15
Osaic Holdings
Arizona
$6.49K -$5K -191 -43%
TRCT
16
Tower Research Capital (TRC)
New York
$3.98K
JP Morgan Chase
17
JP Morgan Chase
New York
$2.83K -$105 -4 -4%
FFA
18
Farther Finance Advisors
California
$1.14K
Wells Fargo
19
Wells Fargo
California
$24
UBS Group
20
UBS Group
Switzerland
-$156K -6,169 Closed
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
-$19K -763 Closed

DALI Hedge Fund Activity: Q4 2024 in Review

19 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust DorseyWright DALI 1 ETF (DALI) for Q4 2024, worth a combined $103M — up 2.7% from $101M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DALI positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $774K. The largest seller was Prospera Financial Services, cutting an estimated $372K.

  • 19 institutional investors held First Trust DorseyWright DALI 1 ETF (DALI) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $103M of First Trust DorseyWright DALI 1 ETF stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 3 funds opened new First Trust DorseyWright DALI 1 ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
  • The largest First Trust DorseyWright DALI 1 ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $774K added.
  • The largest First Trust DorseyWright DALI 1 ETF seller in Q4 2024 was Prospera Financial Services, an estimated $372K sold.

Based on aggregated 13F filings for Q4 2024.