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 20 institutions that hold shares in the stock, with a total of 4.14 Million shares, which have been reported (via 13F filing form) to have a value of $98.7 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
|
$87.4 Million
13.81% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
164,577
shares
|
$3.92 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
86,262
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,666
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
46,246
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 177.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
45,157
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,838
shares
|
$424,722
0.0% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,718
shares
|
$421,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
14,617
shares
|
$348,030
0.03% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
14,554
shares
|
$346,530
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,628
shares
|
$86,382
0.0% of portfolio
|
Q4 2024
Reduced 24.2%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,429
shares
|
$57,834
0.01% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,226
shares
|
$53,001
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,175
shares
|
$27,976
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
442
shares
|
$10,524
0.0% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
154
shares
|
$3,666
0.0% of portfolio
|
Q2 2024
Added 81.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
109
shares
|
$2,595
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
44
shares
|
$1,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q4 2023
Reduced 99.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|