Free Trial
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free DALI Stock Alerts

First Trust Dorsey Wright DALI Equity ETF (DALI) Institutional Ownership

First Trust Dorsey Wright DALI Equity ETF logo
$30.60 +0.50 (+1.66%)
As of 12:02 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright DALI Equity ETF (NASDAQ:DALI)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$1.80M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.81M
Get DALI Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Dorsey Wright DALI Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DALI Institutional Buying and Selling by Quarter

First Trust Dorsey Wright DALI Equity ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2026 Kestra Advisory Services LLC6,653$191K0.0%N/A0.164%
2/13/2026Stifel Financial Corp8,719$251K0.0%N/A0.215%
2/12/2026Keel Point LLC16,279$468K0.0%+8.7%0.402%
2/11/2026LPL Financial LLC74,658$2.15M0.0%-0.5%1.843%
2/9/2026 Prospera Financial Services Inc151,386$4.35M0.1%-5.6%3.738%
1/26/2026 Strid Group LLC3,569,746$102.68M12.8%-2.1%87.067%
1/5/2026 Holos Integrated Wealth LLC2,650$77K0.0%N/A0.065%
12/16/2025Keel Point LLC14,976$422K0.0%-3.0%0.361%
11/17/2025Susquehanna International Group LLP24,516$691K0.0%-26.5%0.591%
11/17/2025Citadel Advisors LLC41,060$1.16M0.0%N/A0.989%
11/14/2025Raymond James Financial Inc.9,780$276K0.0%-13.6%0.236%
11/6/2025 Prospera Financial Services Inc160,294$4.52M0.1%-3.4%3.863%
10/15/2025 Strid Group LLC3,647,128$102.75M13.1%-0.2%87.883%
8/14/2025Raymond James Financial Inc.11,321$300K0.0%-34.8%0.270%
8/6/2025 Prospera Financial Services Inc165,970$4.40M0.1%+1.9%3.952%
7/22/2025 Strid Group LLC3,652,743$96.72M13.6%-0.5%86.970%
5/7/2025LPL Financial LLC82,980$1.99M0.0%-3.8%1.952%
4/25/2025Strid Group LLC3,669,540$87.89M13.6%+1.8%86.342%
2/17/2025Bank of America Corp DE3,628$94K0.0%-24.2%0.086%
2/14/2025Harvest Investment Services LLC14,554$376K0.1%N/A0.347%
2/13/2025Raymond James Financial Inc.17,718$457K0.0%N/A0.422%
2/11/2025LPL Financial LLC86,262$2.23M0.0%+1.8%2.054%
2/6/2025Raymond James Financial Inc.17,718$457K0.0%N/A0.422%
2/4/2025IFP Advisors Inc2,100$54K0.0%-37.0%0.050%
1/28/2025Strid Group LLC3,604,244$93.03M14.5%-0.4%85.815%
11/7/2024Prospera Financial Services Inc178,787$4.51M0.1%-14.3%4.257%
10/17/2024Strid Group LLC3,617,239$91.19M13.9%+1.7%86.125%
7/17/2024Strid Group LLC3,558,265$85.83M14.2%-14.1%83.724%
4/24/2024Strid Group LLC4,144,455$99.96M18.0%-2.3%86.343%
2/2/2024Anfield Capital Management LLC50,888$1.10M0.6%-43.8%0.942%
1/31/2024Strid Group LLC4,243,594$91.49M18.5%-7.0%78.585%
1/16/2024Raymond James Financial Services Advisors Inc.48,937$1.06M0.0%-5.4%0.915%
1/16/2024Raymond James & Associates45,557$982K0.0%-39.3%0.852%
11/13/2023LPL Financial LLC672,095$16.66M0.0%+12.9%10.928%
11/8/2023Pathstone Family Office LLC56,666$1.40M0.0%N/A0.921%
11/8/2023Kestra Private Wealth Services LLC13,755$341K0.0%-48.2%0.224%
11/6/2023Anfield Capital Management LLC90,512$2.24M1.1%-1.0%1.472%
10/24/2023Raymond James Financial Services Advisors Inc.51,737$1.28M0.0%-2.4%0.841%
10/24/2023Raymond James & Associates75,065$1.86M0.0%-2.6%1.221%
10/10/2023Strid Group LLC4,565,137$113.12M23.6%+2.7%77.375%
10/10/2023Householder 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%
8/8/2023Kestra Private Wealth Services LLC26,563$687K0.0%N/A0.458%
8/2/2023Sigma Planning Corp16,190$419K0.0%N/A0.279%
8/1/2023Truist Financial Corp7,895$204K0.0%-48.3%0.136%
7/31/2023LPL Financial LLC595,061$15.39M0.0%-4.3%10.260%
7/26/2023Janney Montgomery Scott LLC7,892$204K0.0%N/A0.136%
7/25/2023Raymond James Financial Services Advisors Inc.53,005$1.37M0.0%-3.7%0.914%
7/25/2023Raymond James & Associates77,080$1.99M0.0%+11.6%1.329%
7/25/2023Strid Group LLC4,444,123$114.93M23.6%+3.2%76.623%
5/10/2023LPL Financial LLC621,546$15.46M0.0%+37.3%10.809%
5/4/2023Anfield Capital Management LLC41,884$2.13M1.0%-45.9%0.728%
4/24/2023Strid Group LLC4,305,750$107.08M23.6%+4.8%74.883%
4/14/2023Raymond James Financial Services Advisors Inc.55,055$1.37M0.0%+11.9%0.957%
4/14/2023Raymond James & Associates69,050$1.72M0.0%-41.7%1.201%
4/13/2023Householder Group Estate & Retirement Specialist LLC2,283$57K0.0%N/A0.040%
4/12/2023Private Trust Co. NA9,854$245K0.0%N/A0.171%
2/8/2023Raymond James Financial Services Advisors Inc.49,213$1.20M0.0%-65.8%0.863%
2/8/2023Raymond James & Associates118,377$2.87M0.0%-14.7%2.077%
2/7/2023LPL 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%
2/3/2023Total Clarity Wealth Management Inc.39,997$971K0.5%+80.3%0.702%
2/1/2023Anfield Capital Management LLC77,408$1.88M0.9%-10.1%1.358%
1/31/2023Kestra Advisory Services LLC24,630$598K0.0%-54.1%0.432%
1/30/2023International Assets Investment Management LLC7,834$247K0.0%N/A0.137%
1/27/2023Strid Group LLC4,109,961$99.79M23.8%+3.9%72.105%
11/4/2022Total Clarity Wealth Management Inc.22,180$533K0.3%N/A0.373%
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%
10/25/2022Raymond James & Associates138,729$3.34M0.0%+12.7%2.332%
10/25/2022Raymond James Financial Services Advisors Inc.143,798$3.46M0.0%-3.7%2.417%
10/18/2022One Plus One Wealth Management LLC27,159$653K0.5%+91.4%0.453%
10/12/2022Strid Group LLC3,954,240$95.10M24.1%-5.8%65.904%
10/11/2022Householder Group Estate & Retirement Specialist LLC1,547$37K0.0%N/A0.026%
9/16/2022Private Trust Co. NA9,156$232K0.0%N/A0.157%
8/12/2022LPL Financial LLC606,899$15.39M0.0%+371.5%10.374%
8/11/2022Sigma 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%
7/12/2022One Plus One Wealth Management LLC14,190$360K0.3%+62.2%0.237%
7/11/2022Strid Group LLC4,199,317$106.45M24.5%-3.4%69.989%
5/10/2022Western Wealth Management LLC7,846$212K0.0%N/A0.147%
5/5/2022Synergy 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%
4/11/2022Strid Group LLC4,346,015$117.08M24.0%+3.2%84.389%
2/8/2022Raymond 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%


DALI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DALI shares?

During the previous two years, 13 institutional investors and hedge funds held shares of First Trust Dorsey Wright DALI Equity ETF. The most heavily invested institutionals were Strid Group LLC ($102.68M), Prospera Financial Services Inc ($4.35M), LPL Financial LLC ($2.15M), Citadel Advisors LLC ($1.16M), Susquehanna International Group LLP ($691K), Keel Point LLC ($468K), and Harvest Investment Services LLC ($376K).Learn more on First Trust Dorsey Wright DALI Equity ETF's institutional investors.

Which institutional investors have been buying First Trust Dorsey Wright DALI Equity ETF's stock?

Of the 10 institutional investors that purchased First Trust Dorsey Wright DALI Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strid Group LLC ($124.27K), Citadel Advisors LLC ($41.06K), Raymond James Financial Inc. ($35.44K), Harvest Investment Services LLC ($14.55K), Stifel Financial Corp ($8.72K), Kestra Advisory Services LLC ($6.65K), and Prospera Financial Services Inc ($3.08K).

How much institutional buying is happening at First Trust Dorsey Wright DALI Equity ETF?

Institutional investors have bought a total of 63,466 shares in the last 24 months. This purchase volume represents approximately $1.80M in transactions.

Which of First Trust Dorsey Wright DALI Equity ETF's major shareholders have been selling company stock?

The following institutional investors have sold First Trust Dorsey Wright DALI Equity ETF stock in the last 24 months: Strid Group LLC ($99.79K), Prospera Financial Services Inc ($14.58K), Susquehanna International Group LLP ($8.85K), Raymond James Financial Inc. ($7.57K), LPL Financial LLC ($3.65K), and Keel Point LLC ($457.00).

How much institutional selling is happening at First Trust Dorsey Wright DALI Equity ETF?

Institutional investors have sold a total of 134,903 shares in the last 24 months. This volume of shares sold represents approximately $3.81M in transactions.


Related Companies

This page (NASDAQ:DALI) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel