First Trust DorseyWright DALI 1 ETF (DALI) Institutional Ownership

$24.37

+0.02 (+0.08%)

(As of 09/16/2024 ET)

Number of Institutional Buyers (last 12 months): 4
Total Institutional Inflows (last 12 months): $6.40M

Number of Institutional Sellers (last 12 months): 5
Total Institutional Outflows (last 12 months): $25.44M

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DALI Institutional Buying and Selling by Quarter

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First Trust DorseyWright DALI 1 ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/17/2024	Strid Group LLC	3,558,265	$85.83M	14.2%	-14.1%	83.724%
4/24/2024	Strid Group LLC	4,144,455	$99.96M	18.0%	-2.3%	86.343%
2/2/2024	Anfield Capital Management LLC	50,888	$1.10M	0.6%	-43.8%	0.942%
1/31/2024	Strid Group LLC	4,243,594	$91.49M	18.5%	-7.0%	78.585%
1/16/2024	Raymond James Financial Services Advisors Inc.	48,937	$1.06M	0.0%	-5.4%	0.915%
1/16/2024	Raymond James & Associates	45,557	$982K	0.0%	-39.3%	0.852%
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11/13/2023	LPL Financial LLC	672,095	$16.66M	0.0%	+12.9%	10.928%
11/8/2023	Pathstone Family Office LLC	56,666	$1.40M	0.0%	N/A	0.921%
11/8/2023	Kestra Private Wealth Services LLC	13,755	$341K	0.0%	-48.2%	0.224%
11/6/2023	Anfield Capital Management LLC	90,512	$2.24M	1.1%	-1.0%	1.472%
10/24/2023	Raymond James Financial Services Advisors Inc.	51,737	$1.28M	0.0%	-2.4%	0.841%
10/24/2023	Raymond James & Associates	75,065	$1.86M	0.0%	-2.6%	1.221%
10/10/2023	Strid Group LLC	4,565,137	$113.12M	23.6%	+2.7%	77.375%
10/10/2023	Householder Group Estate & Retirement Specialist LLC	3,622	$90K	0.0%	N/A	0.061%
8/9/2023	Veritable L.P.	56,576	$1.46M	0.0%	+11.1%	0.975%
8/8/2023	Kestra Private Wealth Services LLC	26,563	$687K	0.0%	N/A	0.458%
8/2/2023	Sigma Planning Corp	16,190	$419K	0.0%	N/A	0.279%
8/1/2023	Truist Financial Corp	7,895	$204K	0.0%	-48.3%	0.136%
7/31/2023	LPL Financial LLC	595,061	$15.39M	0.0%	-4.3%	10.260%
7/26/2023	Janney Montgomery Scott LLC	7,892	$204K	0.0%	N/A	0.136%
7/25/2023	Raymond James Financial Services Advisors Inc.	53,005	$1.37M	0.0%	-3.7%	0.914%
7/25/2023	Raymond James & Associates	77,080	$1.99M	0.0%	+11.6%	1.329%
7/25/2023	Strid Group LLC	4,444,123	$114.93M	23.6%	+3.2%	76.623%
5/10/2023	LPL Financial LLC	621,546	$15.46M	0.0%	+37.3%	10.809%
5/4/2023	Anfield Capital Management LLC	41,884	$2.13M	1.0%	-45.9%	0.728%
4/24/2023	Strid Group LLC	4,305,750	$107.08M	23.6%	+4.8%	74.883%
4/14/2023	Raymond James Financial Services Advisors Inc.	55,055	$1.37M	0.0%	+11.9%	0.957%
4/14/2023	Raymond James & Associates	69,050	$1.72M	0.0%	-41.7%	1.201%
4/13/2023	Householder Group Estate & Retirement Specialist LLC	2,283	$57K	0.0%	N/A	0.040%
4/12/2023	Private Trust Co. NA	9,854	$245K	0.0%	N/A	0.171%
2/8/2023	Raymond James Financial Services Advisors Inc.	49,213	$1.20M	0.0%	-65.8%	0.863%
2/8/2023	Raymond James & Associates	118,377	$2.87M	0.0%	-14.7%	2.077%
2/7/2023	LPL Financial LLC	452,738	$10.99M	0.0%	-19.9%	7.943%
2/7/2023	IFP Advisors Inc	3,155	$64K	0.0%	+50.2%	0.055%
2/7/2023	Envestnet Asset Management Inc.	15,420	$374K	0.0%	-52.2%	0.271%
2/3/2023	Total Clarity Wealth Management Inc.	39,997	$971K	0.5%	+80.3%	0.702%
2/1/2023	Anfield Capital Management LLC	77,408	$1.88M	0.9%	-10.1%	1.358%
1/31/2023	Kestra Advisory Services LLC	24,630	$598K	0.0%	-54.1%	0.432%
1/30/2023	International Assets Investment Management LLC	7,834	$247K	0.0%	N/A	0.137%
1/27/2023	Strid Group LLC	4,109,961	$99.79M	23.8%	+3.9%	72.105%
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11/4/2022	Total Clarity Wealth Management Inc.	22,180	$533K	0.3%	N/A	0.373%
11/1/2022	Kestra Advisory Services LLC	53,691	$1.29M	0.0%	-4.6%	0.902%
10/26/2022	Truist Financial Corp	15,704	$378K	0.0%	-14.1%	0.264%
10/25/2022	Raymond James & Associates	138,729	$3.34M	0.0%	+12.7%	2.332%
10/25/2022	Raymond James Financial Services Advisors Inc.	143,798	$3.46M	0.0%	-3.7%	2.417%
10/18/2022	One Plus One Wealth Management LLC	27,159	$653K	0.5%	+91.4%	0.453%
10/12/2022	Strid Group LLC	3,954,240	$95.10M	24.1%	-5.8%	65.904%
10/11/2022	Householder Group Estate & Retirement Specialist LLC	1,547	$37K	0.0%	N/A	0.026%
9/16/2022	Private Trust Co. NA	9,156	$232K	0.0%	N/A	0.157%
8/12/2022	LPL Financial LLC	606,899	$15.39M	0.0%	+371.5%	10.374%
8/11/2022	Sigma Planning Corp	17,705	$449K	0.0%	N/A	0.303%
8/3/2022	Envestnet Asset Management Inc.	41,048	$1.04M	0.0%	+63.4%	0.702%
7/22/2022	Truist Financial Corp	18,274	$463K	0.0%	-27.2%	0.310%
7/19/2022	Commonwealth Equity Services LLC	8,654	$219K	0.0%	+14.0%	0.147%
7/12/2022	One Plus One Wealth Management LLC	14,190	$360K	0.3%	+62.2%	0.237%
7/11/2022	Strid Group LLC	4,199,317	$106.45M	24.5%	-3.4%	69.989%
5/10/2022	Western Wealth Management LLC	7,846	$212K	0.0%	N/A	0.147%
5/5/2022	Synergy Asset Management LLC	214,301	$5.77M	1.4%	N/A	4.006%
5/4/2022	Envestnet Asset Management Inc.	25,118	$677K	0.0%	-23.6%	0.469%
4/22/2022	Truist Financial Corp	25,118	$677K	0.0%	-23.6%	0.478%
4/11/2022	Strid Group LLC	4,346,015	$117.08M	24.0%	+3.2%	84.389%
2/8/2022	Raymond James Financial Services Advisors Inc.	55,554	$1.48M	0.0%	+4.6%	1.157%
2/4/2022	Envestnet Asset Management Inc.	32,866	$873K	0.0%	-35.6%	0.685%
2/2/2022	One One Wealth Management LLC	8,747	$232K	0.2%	-12.7%	0.182%
1/31/2022	Commonwealth Equity Services LLC	7,615	$202K	0.0%	N/A	0.159%
1/14/2022	Strid Group LLC	4,209,649	$111.79M	22.9%	+5.8%	88.624%
11/16/2021	LPL Financial LLC	122,767	$3.05M	0.0%	+10.7%	2.640%
11/15/2021	Flow Traders U.S. LLC	11,115	$276K	0.0%	N/A	0.239%
11/12/2021	OLD Mission Capital LLC	8,518	$211K	0.0%	-19.2%	0.183%
11/5/2021	Truist Financial Corp	51,011	$1.27M	0.0%	-2.1%	1.121%
11/2/2021	Raymond James Financial Services Advisors Inc.	53,123	$1.32M	0.0%	N/A	1.168%
10/8/2021	Creative Financial Designs Inc. ADV	2,740	$68K	0.0%	-31.2%	0.060%
10/8/2021	Strid Group LLC	3,978,211	$98.76M	22.1%	+2.0%	87.433%
8/13/2021	OLD Mission Capital LLC	10,542	$268K	0.0%	-47.6%	0.237%
8/13/2021	LPL Financial LLC	110,858	$2.82M	0.0%	-28.2%	2.491%
8/11/2021	Susquehanna International Group LLP	26,131	$664K	0.0%	-6.6%	0.587%
8/4/2021	Envestnet Asset Management Inc.	52,103	$1.32M	0.0%	N/A	1.171%
5/3/2021	One One Wealth Management LLC	10,017	$238K	0.2%	N/A	0.304%
4/26/2021	Arkadios Wealth Advisors	4,925	$116K	0.0%	-90.3%	0.149%
4/23/2021	Strid Group LLC	2,559,590	$60.80M	14.9%	+12.9%	77.563%
3/26/2021	Susquehanna International Group LLP	27,253	$592K	0.0%	-13.0%	0.908%
2/12/2021	LPL Financial LLC	154,385	$3.36M	0.0%	-1.6%	5.233%
2/9/2021	Arkadios Wealth Advisors	50,687	$1.10M	0.2%	N/A	1.718%
2/6/2021	Strid Group LLC	2,267,970	$49.31M	13.3%	N/A	76.880%
11/9/2020	LPL Financial LLC	156,818	$2.84M	0.0%	-22.1%	24.126%
8/14/2020	Bank of America Corp DE	10,898	$188K	0.0%	-6.3%	1.677%
8/14/2020	Advisor Group Holdings Inc.	91,580	$1.58M	0.0%	+7.3%	14.089%
7/31/2020	UBS Group AG	2,895	$50K	0.0%	-65.5%	0.414%

(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, 19 institutional investors and hedge funds held shares of First Trust DorseyWright DALI 1 ETF. The most heavily invested institutionals were Strid Group LLC ($85.83M), 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 15 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: Strid Group LLC ($610.90K), LPL Financial LLC ($245.84K), Pathstone Family Office LLC ($56.67K), Total Clarity Wealth Management Inc. ($40.00K), Kestra Private Wealth Services LLC ($26.56K), Raymond James & Associates ($23.69K), and Sigma Planning Corp ($16.19K).
How much institutional buying is happening at First Trust DorseyWright DALI 1 ETF?: Institutional investors have bought a total of 1,078,392 shares in the last 24 months. This purchase volume represents approximately $42.05M 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 ($1.25M), 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 1,754,259 shares in the last 24 months. This volume of shares sold represents approximately $56.58M in transactions.