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

First Trust Dorsey Wright DALI Equity ETF logo
$29.30 +0.04 (+0.12%)
As of 10:50 AM Eastern
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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)
6
Total
Institutional Inflows
(last 12 months)
$1.79M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.13M
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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
5/19/2026 Western Wealth Management LLC2,871$80K0.0%N/A0.077%
2/13/2026 Kestra Advisory Services LLC6,653$191K0.0%N/A0.164%
2/13/2026 Stifel Financial Corp8,719$251K0.0%N/A0.215%
2/12/2026 Keel Point LLC16,279$468K0.0%+8.7%0.402%
2/11/2026 LPL 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%
12/16/2025 Keel Point LLC14,976$422K0.0%-3.0%0.361%
11/17/2025 Susquehanna International Group LLP24,516$691K0.0%-26.5%0.591%
11/17/2025 Citadel Advisors LLC41,060$1.16M0.0%N/A0.989%
11/14/2025 Raymond 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%
8/14/2025 Raymond 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%
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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%


DALI Institutional Ownership - Frequently Asked Questions

During the previous two years, 14 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.

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 ($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).

Institutional investors have bought a total of 63,256 shares in the last 24 months. This purchase volume represents approximately $1.79M in transactions.

The following institutional investors have sold First Trust Dorsey Wright DALI Equity ETF stock in the last 24 months: Strid Group LLC ($83.00K), Prospera Financial Services Inc ($14.58K), Susquehanna International Group LLP ($8.85K), Raymond James Financial Inc. ($1.54K), Keel Point LLC ($457.00), and LPL Financial LLC ($364.00).

Institutional investors have sold a total of 108,793 shares in the last 24 months. This volume of shares sold represents approximately $3.13M in transactions.


Related Companies

Institutional ownership data for NASDAQ:DALI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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