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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
$99.8M +$3.88M +155,721 +4%
LPL Financial
2
LPL Financial
California
$11M -$2.8M -112,409 -20%
RJA
3
Raymond James & Associates
Florida
$2.87M -$507K -20,352 -15%
Stifel Financial
4
Stifel Financial
Missouri
$2.29M -$1.94M -78,003 -45%
ACM
5
Anfield Capital Management
California
$1.88M -$218K -8,736 -10%
Bank of America
6
Bank of America
North Carolina
$1.52M +$1.18M +47,350 +307%
V
7
Veritable
Delaware
$1.24M – – –
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.19M -$2.36M -94,585 -66%
TCWM
9
Total Clarity Wealth Management
Illinois
$971K +$444K +17,817 +80%
KAS
10
Kestra Advisory Services
Texas
$598K -$724K -29,061 -54%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$591K -$139K -5,589 -19%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$374K -$419K -16,813 -52%
Truist Financial
13
Truist Financial
North Carolina
$374K -$7.08K -284 -2%
Citadel Advisors
14
Citadel Advisors
Florida
$319K -$656K -26,339 -67%
IAIM
15
International Assets Investment Management
Florida
$247K +$195K +7,834 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$210K +$174 +7 +0.1%
IA
17
IFP Advisors
Florida
$64K +$26.3K +1,055 +50%
FA
18
Fortis Advisors
Pennsylvania
$52.3K -$6.08K -244 -10%
Osaic Holdings
19
Osaic Holdings
Arizona
$40K -$67.7K -2,715 -62%
ASN
20
Advisory Services Network
Georgia
$38.3K +$39.3K +1,579 New
UBS Group
21
UBS Group
Switzerland
$29.4K -$91.2K -3,659 -75%
Morgan Stanley
22
Morgan Stanley
New York
$28.5K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$24K – – –
AWM
24
Avior Wealth Management
Nebraska
$9.91K – – –
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$2.43K +$2.49K +100 New
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