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Get Institutions for : 
First Trust Dorseywright Dali 1 Etf (DALI)  
$23.14 0.00 (0.00%) as of 4:30 Fri 4/12


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    3
Total shares held : 
5,052,154  
% of shares held : 
56.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-555,102  
% of shares held change : 
  -6.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 271,162
 5.37%
 
Increased Positions :
5
 61,467
 1.22%
 
Unchanged Positions :
7
 64,248
 1.27%
 
Decreased Positions :
8
-864,122
-17.1%
 
Closed Positions :
2
-23,609
-0.47%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Strid Group LLC 2 - 2024-03-31 4,144,455 $99,964,000 -99,139
   LPL FINANCIAL CORP 2487 - 2024-03-31 84,889 $2,048,000 -127,647
   RAYMOND JAMES & ASSOCIATES 2781 - 2024-03-31 30,169 $728,000 -15,388
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3345 - 2024-03-31 22,199 $535,000 -23,746
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2754 - 2024-03-31 11,342 $274,000 -1,244
   BANK OF AMERICA CORP /DE/ 5152 - 2024-03-31 4,786 $115,000 -24
   IFP Advisors Inc 1550 - 2023-12-31 2,100 $45,000 -1,055
   Advisor Group Holdings Inc. 5141 - 2024-03-31 1,028 $25,000 -9,478
   Householder Group Estate & Retirement Specialist L 642 - 2024-03-31 972 $23,000 -2,655
   UBS Group AG 5917 - 2024-03-31 497 $12,000 -595
   J P MORGAN CHASE & CO 5183 - 2024-03-31 114 $3,000 -10

  11 Records found
  1    
  Page 1 of 1
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