Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6K+ 177.15% |
$733K - $817K
|
46.2K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.7KNew |
$439K - $490K
|
17.7K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.6KNew |
$361K - $402K
|
14.6K
$351K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.55K+ 1.82% |
$38.3K - $42.7K
|
86.3K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33+ 0.07% |
$818 - $912
|
45.2K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.09% |
$24.8 - $27.7
|
1.18K
$28.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4- 3.54% |
$99.2 - $111
|
109
$2.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-73- 0.5% |
$1.81K - $2.02K
|
14.6K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-208- 8.23% |
$5.16K - $5.75K
|
2.32K
$55.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.16K- 24.2% |
$28.7K - $32K
|
3.63K
$87.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.23K- 36.96% |
$30.5K - $34K
|
2.1K
$50.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
SELL
|
- |
-13K- 0.36% |
$322K - $359K
|
3.6M
$86.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.2K- 7.95% |
$352K - $393K
|
165K
$3.97M
|