Free Trial
→ Trump’s Sending THIS Crypto Higher on Purpose (From Crypto 101 Media) (Ad) Free DALI Stock Alerts

First Trust DorseyWright DALI 1 ETF (DALI) Institutional Ownership

First Trust DorseyWright DALI 1 ETF logo
$26.20 +0.34 (+1.31%)
(As of 12/20/2024 05:16 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for First Trust DorseyWright DALI 1 ETF (NASDAQ:DALI)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$1.49M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$25.77M
Get DALI Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust DorseyWright DALI 1 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DALI Institutional Buying and Selling by Quarter

First Trust DorseyWright DALI 1 ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/7/2024 Prospera Financial Services Inc178,787$4.51M0.1%-14.3%4.257%
10/17/2024 Strid Group LLC3,617,239$91.19M13.9%+1.7%86.125%
7/17/2024 Strid Group LLC3,558,265$85.83M14.2%-14.1%83.724%
4/24/2024 Strid Group LLC4,144,455$99.96M18.0%-2.3%86.343%
2/2/2024 Anfield Capital Management LLC50,888$1.10M0.6%-43.8%0.942%
1/31/2024 Strid 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%
11/13/2023 LPL Financial LLC672,095$16.66M0.0%+12.9%10.928%
11/8/2023Pathstone Family Office LLC56,666$1.40M0.0%N/A0.921%
11/8/2023 Kestra Private Wealth Services LLC13,755$341K0.0%-48.2%0.224%
11/6/2023 Anfield 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%
10/10/2023 Strid 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%
8/8/2023 Kestra Private Wealth Services LLC26,563$687K0.0%N/A0.458%
8/2/2023 Sigma Planning Corp16,190$419K0.0%N/A0.279%
8/1/2023 Truist Financial Corp7,895$204K0.0%-48.3%0.136%
7/31/2023 LPL Financial LLC595,061$15.39M0.0%-4.3%10.260%
7/26/2023 Janney 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%
7/25/2023 Strid Group LLC4,444,123$114.93M23.6%+3.2%76.623%
5/10/2023 LPL Financial LLC621,546$15.46M0.0%+37.3%10.809%
5/4/2023 Anfield Capital Management LLC41,884$2.13M1.0%-45.9%0.728%
4/24/2023 Strid 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%
4/12/2023 Private 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%
2/7/2023 LPL Financial LLC452,738$10.99M0.0%-19.9%7.943%
2/7/2023IFP Advisors Inc3,155$64K0.0%+50.2%0.055%
2/7/2023 Envestnet Asset Management Inc.15,420$374K0.0%-52.2%0.271%
2/3/2023 Total Clarity Wealth Management Inc.39,997$971K0.5%+80.3%0.702%
2/1/2023 Anfield Capital Management LLC77,408$1.88M0.9%-10.1%1.358%
1/31/2023 Kestra Advisory Services LLC24,630$598K0.0%-54.1%0.432%
We recommended Palantir in 2021, now we’re recommending this... (Ad)

My research indicates there is only one investment that can meet AI's unprecedented demand for energy.

Click to get the name and ticker symbol
1/30/2023 International Assets Investment Management LLC7,834$247K0.0%N/A0.137%
1/27/2023 Strid Group LLC4,109,961$99.79M23.8%+3.9%72.105%
11/4/2022 Total Clarity Wealth Management Inc.22,180$533K0.3%N/A0.373%
11/1/2022 Kestra Advisory Services LLC53,691$1.29M0.0%-4.6%0.902%
10/26/2022 Truist 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%
10/18/2022 One Plus One Wealth Management LLC27,159$653K0.5%+91.4%0.453%
10/12/2022 Strid 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%
9/16/2022 Private Trust Co. NA9,156$232K0.0%N/A0.157%
8/12/2022 LPL Financial LLC606,899$15.39M0.0%+371.5%10.374%
8/11/2022 Sigma Planning Corp17,705$449K0.0%N/A0.303%
8/3/2022 Envestnet Asset Management Inc.41,048$1.04M0.0%+63.4%0.702%
7/22/2022 Truist Financial Corp18,274$463K0.0%-27.2%0.310%
7/19/2022Commonwealth Equity Services LLC8,654$219K0.0%+14.0%0.147%
7/12/2022 One Plus One Wealth Management LLC14,190$360K0.3%+62.2%0.237%
7/11/2022 Strid Group LLC4,199,317$106.45M24.5%-3.4%69.989%
5/10/2022 Western Wealth Management LLC7,846$212K0.0%N/A0.147%
5/5/2022 Synergy Asset Management LLC214,301$5.77M1.4%N/A4.006%
5/4/2022 Envestnet Asset Management Inc.25,118$677K0.0%-23.6%0.469%
4/22/2022 Truist Financial Corp25,118$677K0.0%-23.6%0.478%
4/11/2022 Strid 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%
2/4/2022 Envestnet Asset Management Inc.32,866$873K0.0%-35.6%0.685%
2/2/2022 One One Wealth Management LLC8,747$232K0.2%-12.7%0.182%
1/31/2022Commonwealth Equity Services LLC7,615$202K0.0%N/A0.159%
1/14/2022 Strid Group LLC4,209,649$111.79M22.9%+5.8%88.624%
11/16/2021 LPL Financial LLC122,767$3.05M0.0%+10.7%2.640%
11/15/2021 Flow Traders U.S. LLC11,115$276K0.0%N/A0.239%
11/12/2021 OLD Mission Capital LLC8,518$211K0.0%-19.2%0.183%
11/5/2021 Truist 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%
10/8/2021 Creative Financial Designs Inc. ADV2,740$68K0.0%-31.2%0.060%
10/8/2021 Strid Group LLC3,978,211$98.76M22.1%+2.0%87.433%
8/13/2021 OLD Mission Capital LLC10,542$268K0.0%-47.6%0.237%
8/13/2021 LPL Financial LLC110,858$2.82M0.0%-28.2%2.491%
8/11/2021 Susquehanna International Group LLP26,131$664K0.0%-6.6%0.587%
8/4/2021 Envestnet Asset Management Inc.52,103$1.32M0.0%N/A1.171%
5/3/2021 One One Wealth Management LLC10,017$238K0.2%N/A0.304%
4/26/2021 Arkadios Wealth Advisors4,925$116K0.0%-90.3%0.149%
4/23/2021 Strid Group LLC2,559,590$60.80M14.9%+12.9%77.563%
3/26/2021 Susquehanna International Group LLP27,253$592K0.0%-13.0%0.908%
2/12/2021 LPL Financial LLC154,385$3.36M0.0%-1.6%5.233%
2/9/2021 Arkadios Wealth Advisors50,687$1.10M0.2%N/A1.718%
2/6/2021 Strid Group LLC2,267,970$49.31M13.3%N/A76.880%
(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 ($91.19M), LPL Financial LLC ($16.66M), Prospera Financial Services Inc ($4.51M), 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 DALI's institutional investors.

Which institutional investors have been buying First Trust DorseyWright DALI 1 ETF stock?

Of the 14 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 ($669.87K), LPL Financial LLC ($245.84K), Pathstone Family Office LLC ($56.67K), Kestra Private Wealth Services LLC ($26.56K), Total Clarity Wealth Management Inc. ($17.82K), Sigma Planning Corp ($16.19K), and Private Trust Co. NA ($9.85K).

How much institutional buying is happening at First Trust DorseyWright DALI 1 ETF?

Institutional investors have bought a total of 1,085,012 shares in the last 24 months. This purchase volume represents approximately $41.02M in transactions.

Which First Trust DorseyWright DALI 1 ETF major shareholders have been selling company stock?

Of the 10 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 ($1.01M), LPL Financial LLC ($138.89K), Raymond James & Associates ($101.20K), Raymond James Financial Services Advisors Inc. ($100.70K), Anfield Capital Management LLC ($84.82K), Prospera Financial Services Inc ($29.88K), and Kestra Advisory Services LLC ($29.06K).

How much institutional selling is happening at First Trust DorseyWright DALI 1 ETF?

Institutional investors have sold a total of 1,528,419 shares in the last 24 months. This volume of shares sold represents approximately $45.03M in transactions.


Related Companies

This page (NASDAQ:DALI) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners
Amazon coin set to soar 25X – starting December 16th?
This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. And one team...
True Market Insiders | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
Video: Blindfolded Man Gets Into a Cybertruck… What Happens Next Will Shock You
“Hi, I’m Jeff Brown… Even though I can’t see a thing… I’m about to get in this Cybertruck and drive up t...
Brownstone Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored