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

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

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$4.38M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$15.37M
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DALI Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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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%
2/2/2022One One Wealth Management LLC8,747$232K0.2%-12.7%0.182%
1/31/2022Commonwealth Equity Services LLC7,615$202K0.0%N/A0.159%
1/14/2022Strid Group LLC4,209,649$111.79M22.9%+5.8%88.624%
11/16/2021LPL 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%
11/2/2021Raymond James Financial Services Advisors Inc.53,123$1.32M0.0%N/A1.168%
10/8/2021Creative Financial Designs Inc. ADV2,740$68K0.0%-31.2%0.060%
10/8/2021Strid Group LLC3,978,211$98.76M22.1%+2.0%87.433%
8/13/2021OLD Mission Capital LLC10,542$268K0.0%-47.6%0.237%
8/13/2021LPL 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%
(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, 17 institutional investors and hedge funds held shares of First Trust Dorsey Wright DALI Equity ETF. The most heavily invested institutionals were Strid Group LLC ($87.89M), Prospera Financial Services Inc ($4.51M), LPL Financial LLC ($1.99M), Veritable L.P. ($1.46M), Pathstone Family Office LLC ($1.40M), Anfield Capital Management LLC ($1.10M), and Raymond James Financial Services Advisors Inc. ($1.06M).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 11 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 ($383.66K), LPL Financial LLC ($78.58K), Pathstone Family Office LLC ($56.67K), Raymond James Financial Inc. ($35.44K), Kestra Private Wealth Services LLC ($26.56K), Sigma Planning Corp ($16.19K), and Harvest Investment Services LLC ($14.55K).

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

Institutional investors have bought a total of 175,805 shares in the last 24 months. This purchase volume represents approximately $4.38M 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 ($599.19K), Prospera Financial Services Inc ($29.88K), LPL Financial LLC ($3.28K), IFP Advisors Inc ($1.23K), and Bank of America Corp DE ($1.16K).

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

Institutional investors have sold a total of 634,738 shares in the last 24 months. This volume of shares sold represents approximately $15.37M in transactions.


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This page (NASDAQ:DALI) was last updated on 7/3/2025 by MarketBeat.com Staff
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