Veritable, L.P. First Tr ETF Vi Dorseywright D Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$24.71 - $26.58 $139,636 - $150,203	5,651 Added 11.1%	56,576 $1.46 Million
Q2 2022 Aug 15, 2022	SELL	$25.35 - $28.61 $228,175 - $257,518	-9,001 Reduced 15.02%	50,925 $1.29 Million
Q2 2021 Aug 16, 2021	BUY	$23.32 - $25.44 $1.4 Million - $1.52 Million	59,926 New	59,926 $1.52 Million
Q1 2020 May 13, 2020	SELL	$14.49 - $22.67 $772,534 - $1.21 Million	-53,315 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$16.62 - $20.4 $886,095 - $1.09 Million	53,315 New	53,315 $1.07 Million
Q4 2018 Feb 14, 2019	SELL	$16.0 - $21.03 $852,208 - $1.12 Million	-53,263 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$19.79 - $20.88 $1.05 Million - $1.11 Million	53,263 New	53,263 $1.07 Million

Others Institutions Holding DALI

# of Institutions

23

Shares Held

4.17M

Call Options Held

0

Put Options Held

0

Strid Group, LLC

3.62M
Shares

$91 Million
14.06% of portfolio
Prospera Financial Services Inc

209K
Shares

$5.25 Million
0.14% of portfolio
Lpl Financial LLC Fort Mill, SC

73.9K
Shares

$1.86 Million
0.0% of portfolio
Pathstone Family Office, LLC Englewood, NJ

56.7K
Shares

$1.43 Million
0.01% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

46.6K
Shares

$1.17 Million
0.0% of portfolio

About FIRST TR ETF VI DORSEYWRIGHT D

Ticker DALI
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