DALI Institutional Ownership
First Trust Dorsey Wright DALI Equity ETF
1W: -1.6%
1M: -3.3%
3M: -4.5%
YTD: -3.0%
1Y: +0.7%
3Y: +17.0%
5Y: +14.6%
$28.39
+0.38 (+1.37%)
Weekly Expected Move ±2.4%
$27
$28
$28
$29
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DALI
21
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
99M
Total Invested
3
New Positions
2
Increased
13
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Strid Group, LLC | 2,984,981 | 85M | -294,595 | -9.0% | 23Q | SEC ↗ |
| 2 | Prospera Financial Services Inc | 127,549 | 4M | -19,401 | -13.2% | 11Q | SEC ↗ |
| 3 | LPL Financial LLC | 71,772 | 2M | -677 | -0.9% | 32Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 39,071 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Pathstone Holdings, LLC | 37,979 | 1M | -8,367 | -18.1% | 11Q | SEC ↗ |
| 6 | Keel Point, LLC | 16,011 | 455K | -255 | -1.6% | 10Q | SEC ↗ |
| 7 | EWA, LLC NEW | 10,529 | 299K | — | +0.0% | 1Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 8,423 | 239K | -721 | -7.9% | 7Q | SEC ↗ |
| 9 | STIFEL FINANCIAL CORP | 7,815 | 222K | -200 | -2.5% | 3Q | SEC ↗ |
| 10 | MORGAN STANLEY | 3,548 | 101K | — | +0.0% | 20Q | SEC ↗ |
| 11 | Holos Integrated Wealth LLC | 2,650 | 75K | — | +0.0% | 7Q | SEC ↗ |
| 12 | Cherry Tree Wealth Management, LLC | 2,636 | 75K | +169 | +6.9% | 13Q | SEC ↗ |
| 13 | UBS Group AG | 360 | 10K | -23 | -6.0% | 3Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP NEW | 84 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Founders Financial Alliance, LLC | 51 | 1K | +1 | +2.0% | 4Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 2 | 0K | — | +0.0% | 15Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 0 | 0K | -6,653 | -100.0% | 1Q | SEC ↗ |
| 18 | ADVISORTRUST PARTNERS, LLC | 0 | 0K | -436 | -100.0% | 1Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 0 | 0K | -252 | -100.0% | 24Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 0 | 0K | -2,936 | -100.0% | 1Q | SEC ↗ |
| 21 | Western Wealth Management, LLC | 0 | 0K | -2,871 | -100.0% | 1Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 0 | 0K | -22,125 | -100.0% | 1Q | SEC ↗ |
| 23 | Advisory Services Network, LLC | 0 | 0K | -783 | -100.0% | 1Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC | 0 | 0K | -15,856 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 39,071 | 1M |
| EWA, LLC | 10,529 | 299K |
| JONES FINANCIAL COMPANIES LLLP | 84 | 2K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 22,125 | 628K |
| CITADEL ADVISORS LLC | 15,856 | 450K |
| Kestra Advisory Services, LLC | 6,653 | 189K |
| BANK OF AMERICA CORP /DE | 2,936 | 83K |
| Western Wealth Management, LLC | 2,871 | 82K |
| Advisory Services Network, LLC | 783 | 22K |
| ADVISORTRUST PARTNERS, LLC | 436 | 12K |
| OSAIC HOLDINGS, INC. | 252 | 7K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cherry Tree Wealth Management, LLC | +169 | +6.9% | 2,636 |
| Founders Financial Alliance, LLC | +1 | +2.0% | 51 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Strid Group, LLC | -294,595 | -9.0% | 2,984,981 |
| Prospera Financial Services Inc | -19,401 | -13.2% | 127,549 |
| Pathstone Holdings, LLC | -8,367 | -18.1% | 37,979 |
| RAYMOND JAMES FINANCIAL INC | -721 | -7.9% | 8,423 |
| LPL Financial LLC | -677 | -0.9% | 71,772 |
| Keel Point, LLC | -255 | -1.6% | 16,011 |
| STIFEL FINANCIAL CORP | -200 | -2.5% | 7,815 |
| UBS Group AG | -23 | -6.0% | 360 |