Purchases and Sales Made in Q1 2025 in First Tr ETF Vi Dorseywright D (DALI)
This table provides information about the institutional ownership of First Tr ETF Vi Dorseywright D (DALI) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI DORSEYWRIGHT D.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
65.3K+ 1.81% |
$1.53M - $1.79M
|
3.67M
$93.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.67KNew |
$133K - $155K
|
5.67K
$144K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
626+ 4.28% |
$14.7K - $17.2K
|
15.2K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
126+ 6.0% |
$2.96K - $3.45K
|
2.23K
$56.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
110+ 4.74% |
$2.58K - $3.02K
|
2.43K
$61.8K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26+ 0.06% |
$610 - $713
|
45.2K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$23.5 - $27.4
|
2
$50.9
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-105- 96.33% |
$2.46K - $2.88K
|
4
$102
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-191- 43.21% |
$4.48K - $5.24K
|
251
$6.39K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-366- 2.07% |
$8.59K - $10K
|
17.4K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.69K- 1.03% |
$39.6K - $46.3K
|
163K
$4.15M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.28K- 3.8% |
$77K - $90K
|
83K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.29K- 7.12% |
$77.2K - $90.2K
|
43K
$1.09M
|