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First Trust DorseyWright DALI 1 ETF
DALI

Overview Fund Activity

17 hedge funds and large institutions have $97.1M invested in First Trust DorseyWright DALI 1 ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG
1
Strid Group
Pennsylvania
$87.9M
2
UBS Group
2
UBS Group
Switzerland
$136K
3
KP
3
Keel Point
Alabama
$365K
4
IA
4
IFP Advisors
Florida
$53.3K
5
CTWM
5
Cherry Tree Wealth Management
Minnesota
$58.2K

Top Sellers

1
HIS
1
Harvest Investment Services
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.03M
3
LPL Financial
3
LPL Financial
California
$1.99M
4
PFS
4
Prospera Financial Services
Texas
$3.9M
5
AWM
5
Avior Wealth Management
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SG
1
Strid Group
Pennsylvania
$87.9M 3,669,540 +65,296 +2%
PFS
2
Prospera Financial Services
Texas
$3.9M 162,889 -1,688 -1%
LPL Financial
3
LPL Financial
California
$1.99M 82,980 -3,282 -4%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$1.08M 45,183 +26 +0.1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.03M 42,955 -3,291 -7%
Raymond James Financial
6
Raymond James Financial
Florida
$416K 17,352 -366 -2%
KP
7
Keel Point
Alabama
$365K 15,243 +626 +4%
UBS Group
8
UBS Group
Switzerland
$136K 5,667 +5,667 New
Bank of America
9
Bank of America
North Carolina
$86.9K 3,628 – –
HIW
10
Holos Integrated Wealth
Pennsylvania
$63.5K 2,650 – –
CTWM
11
Cherry Tree Wealth Management
Minnesota
$58.2K 2,429 +110 +5%
IA
12
IFP Advisors
Florida
$53.3K 2,226 +126 +6%
Morgan Stanley
13
Morgan Stanley
New York
$28.1K 1,175 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$6.02K 251 – –
FFA
15
Farther Finance Advisors
California
$1.06K 44 – –
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$110 4 -105 -96%
Wells Fargo
17
Wells Fargo
California
$42 2 +1 +100%
HIS
18
Harvest Investment Services
Illinois
– – -14,554 Closed
AWM
19
Avior Wealth Management
Nebraska
– – -504 Closed
TRCT
20
Tower Research Capital (TRC)
New York
– – -154 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –