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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
$95.1M -$6.14M -245,077 -6%
LPL Financial
2
LPL Financial
California
$13.6M -$1.05M -41,752 -7%
Stifel Financial
3
Stifel Financial
Missouri
$4.14M +$3.73M +149,075 +642%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.46M -$137K -5,481 -4%
RJA
5
Raymond James & Associates
Florida
$3.34M +$392K +15,658 +13%
ACM
6
Anfield Capital Management
California
$2.07M -$7.82K -312 -0.4%
KAS
7
Kestra Advisory Services
Texas
$1.29M -$65K -2,594 -5%
V
8
Veritable
Delaware
$1.23M – – –
Citadel Advisors
9
Citadel Advisors
Florida
$949K +$168K +6,706 +20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$775K -$221K -8,815 -21%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$720K -$1.1M -43,952 -59%
OPOWM
12
One Plus One Wealth Management
Florida
$653K +$325K +12,969 +91%
TCWM
13
Total Clarity Wealth Management
Illinois
$533K +$556K +22,180 New
Truist Financial
14
Truist Financial
North Carolina
$378K -$64.4K -2,570 -14%
Bank of America
15
Bank of America
North Carolina
$371K -$1.15M -45,955 -75%
PTC
16
Private Trust Company
Ohio
$220K – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$208K – – –
UBS Group
18
UBS Group
Switzerland
$117K +$115K +4,586 +1,615%
Osaic Holdings
19
Osaic Holdings
Arizona
$105K -$41.4K -1,654 -27%
FA
20
Fortis Advisors
Pennsylvania
$58K – – –
IA
21
IFP Advisors
Florida
$43K – – –
HGERS
22
Householder Group Estate & Retirement Specialist
Arizona
$37K +$38.8K +1,547 New
Morgan Stanley
23
Morgan Stanley
New York
$28K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$24K – – –
AWM
25
Avior Wealth Management
Nebraska
$9K +$10.1K +404 +404%
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