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First Trust DorseyWright DALI 1 ETF
DALI

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1
Strid Group
Pennsylvania
$106M -$4.03M -146,698 -3%
LPL Financial
2
LPL Financial
California
$15.4M +$13.1M +478,173 +371%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.78M +$2.61M +95,198 +176%
RJA
4
Raymond James & Associates
Florida
$3.12M +$3.38M +123,071 New
ACM
5
Anfield Capital Management
California
$2.19M +$2.37M +86,456 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.87M +$1.17M +42,776 +137%
Bank of America
7
Bank of America
North Carolina
$1.56M +$1.43M +52,105 +561%
KAS
8
Kestra Advisory Services
Texas
$1.43M +$1.55M +56,285 New
V
9
Veritable
Delaware
$1.29M -$247K -9,001 -15%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.04M +$437K +15,930 +63%
Citadel Advisors
11
Citadel Advisors
Florida
$831K +$900K +32,766 New
Stifel Financial
12
Stifel Financial
Missouri
$588K +$637K +23,211 New
Truist Financial
13
Truist Financial
North Carolina
$463K -$188K -6,844 -27%
SPC
14
Sigma Planning Corp
Michigan
$449K +$486K +17,705 New
OPOWM
15
One Plus One Wealth Management
Florida
$360K +$149K +5,443 +62%
PTC
16
Private Trust Company
Ohio
$232K +$251K +9,156 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$219K +$29.1K +1,060 +14%
Osaic Holdings
18
Osaic Holdings
Arizona
$152K +$158K +5,742 +1,994%
FA
19
Fortis Advisors
Pennsylvania
$61K +$65.9K +2,399 New
IA
20
IFP Advisors
Florida
$43K – – –
Morgan Stanley
21
Morgan Stanley
New York
$30K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$25K – – –
UBS Group
23
UBS Group
Switzerland
$7K +$7.8K +284 New
SAM
24
Synergy Asset Management
Washington
– -$5.77M -214,301 Closed
WWM
25
Western Wealth Management
Colorado
– -$212K -7,846 Closed
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