Institutional Ownership First Tr ETF Vi Dorseywright D (DALI)
This table provides information about the institutional ownership of First Tr ETF Vi Dorseywright D (DALI). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 4.13 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
3,669,540
shares
|
$93.4 Million
13.81% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
162,889
shares
|
$4.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
82,980
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,666
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
45,183
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
42,955
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,838
shares
|
$453,977
0.0% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
17,352
shares
|
$441,608
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
15,243
shares
|
$387,934
0.03% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,667
shares
|
$144,225
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,628
shares
|
$92,332
0.0% of portfolio
|
Q4 2024
Reduced 24.2%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,429
shares
|
$61,818
0.01% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,226
shares
|
$56,651
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,175
shares
|
$29,903
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
251
shares
|
$6,387
0.0% of portfolio
|
Q1 2025
Reduced 43.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
44
shares
|
$1,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4
shares
|
$101
0.0% of portfolio
|
Q1 2025
Reduced 96.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2
shares
|
$50
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|