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First Trust DorseyWright DALI 1 ETF (DALI) Institutional Ownership

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(As of 05/13/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust DorseyWright DALI 1 ETF (NASDAQ:DALI)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$11.64M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$12.22M
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DALI Institutional Buying and Selling by Quarter

First Trust DorseyWright DALI 1 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Strid Group LLC4,144,455$99.96M18.0%-2.3%86.343%
2/2/2024 Anfield Capital Management LLC50,888$1.10M0.6%-43.8%0.942%
1/31/2024 Strid Group LLC4,243,594$91.49M18.5%-7.0%78.585%
1/16/2024 Raymond James Financial Services Advisors Inc.48,937$1.06M0.0%-5.4%0.915%
1/16/2024 Raymond James & Associates45,557$982K0.0%-39.3%0.852%
11/13/2023 LPL Financial LLC672,095$16.66M0.0%+12.9%10.928%
11/8/2023Pathstone Family Office LLC56,666$1.40M0.0%N/A0.921%
11/8/2023 Kestra Private Wealth Services LLC13,755$341K0.0%-48.2%0.224%
11/6/2023 Anfield Capital Management LLC90,512$2.24M1.1%-1.0%1.472%
10/24/2023 Raymond James Financial Services Advisors Inc.51,737$1.28M0.0%-2.4%0.841%
10/24/2023 Raymond James & Associates75,065$1.86M0.0%-2.6%1.221%
10/10/2023 Strid Group LLC4,565,137$113.12M23.6%+2.7%77.375%
10/10/2023 Householder Group Estate & Retirement Specialist LLC3,622$90K0.0%N/A0.061%
8/9/2023Veritable L.P.56,576$1.46M0.0%+11.1%0.975%
8/8/2023 Kestra Private Wealth Services LLC26,563$687K0.0%N/A0.458%
8/2/2023 Sigma Planning Corp16,190$419K0.0%N/A0.279%
8/1/2023Truist Financial Corp7,895$204K0.0%-48.3%0.136%
7/31/2023 LPL Financial LLC595,061$15.39M0.0%-4.3%10.260%
7/26/2023 Janney Montgomery Scott LLC7,892$204K0.0%N/A0.136%
7/25/2023 Raymond James Financial Services Advisors Inc.53,005$1.37M0.0%-3.7%0.914%
7/25/2023 Raymond James & Associates77,080$1.99M0.0%+11.6%1.329%
7/25/2023 Strid Group LLC4,444,123$114.93M23.6%+3.2%76.623%
5/10/2023 LPL Financial LLC621,546$15.46M0.0%+37.3%10.809%
5/4/2023 Anfield Capital Management LLC41,884$2.13M1.0%-45.9%0.728%
4/24/2023 Strid Group LLC4,305,750$107.08M23.6%+4.8%74.883%
4/14/2023 Raymond James Financial Services Advisors Inc.55,055$1.37M0.0%+11.9%0.957%
4/14/2023 Raymond James & Associates69,050$1.72M0.0%-41.7%1.201%
4/13/2023 Householder Group Estate & Retirement Specialist LLC2,283$57K0.0%N/A0.040%
4/12/2023 Private Trust Co. NA9,854$245K0.0%N/A0.171%
2/8/2023 Raymond James Financial Services Advisors Inc.49,213$1.20M0.0%-65.8%0.863%
2/8/2023 Raymond James & Associates118,377$2.87M0.0%-14.7%2.077%
2/7/2023 LPL Financial LLC452,738$10.99M0.0%-19.9%7.943%
2/7/2023IFP Advisors Inc3,155$64K0.0%+50.2%0.055%
2/7/2023Envestnet Asset Management Inc.15,420$374K0.0%-52.2%0.271%
2/3/2023 Total Clarity Wealth Management Inc.39,997$971K0.5%+80.3%0.702%
2/1/2023 Anfield Capital Management LLC77,408$1.88M0.9%-10.1%1.358%
1/31/2023Kestra Advisory Services LLC24,630$598K0.0%-54.1%0.432%
1/30/2023 International Assets Investment Management LLC7,834$247K0.0%N/A0.137%
1/27/2023 Strid Group LLC4,109,961$99.79M23.8%+3.9%72.105%
11/4/2022 Total Clarity Wealth Management Inc.22,180$533K0.3%N/A0.373%
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11/1/2022Kestra Advisory Services LLC53,691$1.29M0.0%-4.6%0.902%
10/26/2022Truist Financial Corp15,704$378K0.0%-14.1%0.264%
10/25/2022 Raymond James & Associates138,729$3.34M0.0%+12.7%2.332%
10/25/2022 Raymond James Financial Services Advisors Inc.143,798$3.46M0.0%-3.7%2.417%
10/18/2022 One Plus One Wealth Management LLC27,159$653K0.5%+91.4%0.453%
10/12/2022 Strid Group LLC3,954,240$95.10M24.1%-5.8%65.904%
10/11/2022 Householder Group Estate & Retirement Specialist LLC1,547$37K0.0%N/A0.026%
9/16/2022 Private Trust Co. NA9,156$232K0.0%N/A0.157%
8/12/2022 LPL Financial LLC606,899$15.39M0.0%+371.5%10.374%
8/11/2022 Sigma Planning Corp17,705$449K0.0%N/A0.303%
8/3/2022Envestnet Asset Management Inc.41,048$1.04M0.0%+63.4%0.702%
7/22/2022Truist Financial Corp18,274$463K0.0%-27.2%0.310%
7/19/2022Commonwealth Equity Services LLC8,654$219K0.0%+14.0%0.147%
7/12/2022 One Plus One Wealth Management LLC14,190$360K0.3%+62.2%0.237%
7/11/2022 Strid Group LLC4,199,317$106.45M24.5%-3.4%69.989%
5/10/2022 Western Wealth Management LLC7,846$212K0.0%N/A0.147%
5/5/2022 Synergy Asset Management LLC214,301$5.77M1.4%N/A4.006%
5/4/2022Envestnet Asset Management Inc.25,118$677K0.0%-23.6%0.469%
4/22/2022Truist Financial Corp25,118$677K0.0%-23.6%0.478%
4/11/2022 Strid Group LLC4,346,015$117.08M24.0%+3.2%84.389%
2/8/2022 Raymond James Financial Services Advisors Inc.55,554$1.48M0.0%+4.6%1.157%
2/4/2022Envestnet Asset Management Inc.32,866$873K0.0%-35.6%0.685%
2/2/2022 One One Wealth Management LLC8,747$232K0.2%-12.7%0.182%
1/31/2022Commonwealth Equity Services LLC7,615$202K0.0%N/A0.159%
1/14/2022 Strid Group LLC4,209,649$111.79M22.9%+5.8%88.624%
11/16/2021 LPL Financial LLC122,767$3.05M0.0%+10.7%2.640%
11/15/2021Flow Traders U.S. LLC11,115$276K0.0%N/A0.239%
11/12/2021OLD Mission Capital LLC8,518$211K0.0%-19.2%0.183%
11/5/2021Truist Financial Corp51,011$1.27M0.0%-2.1%1.121%
11/2/2021 Raymond James Financial Services Advisors Inc.53,123$1.32M0.0%N/A1.168%
10/8/2021 Creative Financial Designs Inc. ADV2,740$68K0.0%-31.2%0.060%
10/8/2021 Strid Group LLC3,978,211$98.76M22.1%+2.0%87.433%
8/13/2021OLD Mission Capital LLC10,542$268K0.0%-47.6%0.237%
8/13/2021 LPL Financial LLC110,858$2.82M0.0%-28.2%2.491%
8/11/2021Susquehanna International Group LLP26,131$664K0.0%-6.6%0.587%
8/4/2021Envestnet Asset Management Inc.52,103$1.32M0.0%N/A1.171%
5/3/2021 One One Wealth Management LLC10,017$238K0.2%N/A0.304%
4/26/2021 Arkadios Wealth Advisors4,925$116K0.0%-90.3%0.149%
4/23/2021 Strid Group LLC2,559,590$60.80M14.9%+12.9%77.563%
3/26/2021Susquehanna International Group LLP27,253$592K0.0%-13.0%0.908%
2/12/2021 LPL Financial LLC154,385$3.36M0.0%-1.6%5.233%
2/9/2021 Arkadios Wealth Advisors50,687$1.10M0.2%N/A1.718%
2/6/2021 Strid Group LLC2,267,970$49.31M13.3%N/A76.880%
11/9/2020 LPL Financial LLC156,818$2.84M0.0%-22.1%24.126%
8/14/2020Bank of America Corp DE10,898$188K0.0%-6.3%1.677%
8/14/2020 Advisor Group Holdings Inc.91,580$1.58M0.0%+7.3%14.089%
7/31/2020UBS Group AG2,895$50K0.0%-65.5%0.414%
7/28/2020 Raymond James & Associates113,348$1.96M0.0%-5.5%16.193%
6/16/2020Royal Bank of Canada2,763$46K0.0%-94.0%0.395%
5/18/2020 Advisor Group Holdings Inc.85,380$1.41M0.0%N/A10.045%
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5/15/2020Jane Street Group LLC12,341$204K0.0%N/A1.452%
5/13/2020 Cornerstone Wealth Management LLC28,163$465K0.1%-50.3%3.129%
5/11/2020Commonwealth Equity Services LLC27,465$453K0.0%-20.2%3.052%
5/1/2020 Sigma Planning Corp10,093$167K0.0%-6.9%1.121%
5/1/2020UBS Group AG8,385$138K0.0%+2,528.5%0.932%
(Data available from 1/1/2016 forward)

DALI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DALI shares?

During the previous two years, 20 institutional investors and hedge funds held shares of First Trust DorseyWright DALI 1 ETF. The most heavily invested institutionals were Strid Group LLC ($99.96M), LPL Financial LLC ($16.66M), Veritable L.P. ($1.46M), Pathstone Family Office LLC ($1.40M), Anfield Capital Management LLC ($1.10M), Raymond James Financial Services Advisors Inc. ($1.06M), and Raymond James & Associates ($982K).Learn more on DALI's institutional investors.

Which institutional investors have been buying First Trust DorseyWright DALI 1 ETF stock?

Of the 17 institutional investors that purchased First Trust DorseyWright DALI 1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($724.02K), Strid Group LLC ($610.90K), Pathstone Family Office LLC ($56.67K), Total Clarity Wealth Management Inc. ($40.00K), Sigma Planning Corp ($33.90K), Kestra Private Wealth Services LLC ($26.56K), and Raymond James & Associates ($23.69K).

How much institutional buying is happening at First Trust DorseyWright DALI 1 ETF?

Institutional investors have bought a total of 1,605,859 shares in the last 24 months. This purchase volume represents approximately $68.79M in transactions.

Which First Trust DorseyWright DALI 1 ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold First Trust DorseyWright DALI 1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strid Group LLC ($812.46K), LPL Financial LLC ($138.89K), Raymond James Financial Services Advisors Inc. ($106.18K), Raymond James & Associates ($101.20K), Anfield Capital Management LLC ($84.82K), Kestra Advisory Services LLC ($31.66K), and Envestnet Asset Management Inc. ($16.81K).

How much institutional selling is happening at First Trust DorseyWright DALI 1 ETF?

Institutional investors have sold a total of 1,321,611 shares in the last 24 months. This volume of shares sold represents approximately $50.22M in transactions.


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This page (NASDAQ:DALI) was last updated on 5/13/2024 by MarketBeat.com Staff

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