Latest Institutional Transactions on First Tr ETF Vi Dorseywright D (DALI)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Dorseywright D (DALI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
626+ 4.28% |
$14.7K - $17.2K
|
15.2K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.69K- 1.03% |
$39.6K - $46.3K
|
163K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26+ 0.06% |
$610 - $713
|
45.2K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.29K- 7.12% |
$77.2K - $90.2K
|
43K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$23.5 - $27.4
|
2
$47.6
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-366- 2.07% |
$8.59K - $10K
|
17.4K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.67KNew |
$133K - $155K
|
5.67K
$135K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-191- 43.21% |
$4.48K - $5.24K
|
251
$5.98K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-105- 96.33% |
$2.46K - $2.88K
|
4
$95.2
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.28K- 3.8% |
$77K - $90K
|
83K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
126+ 6.0% |
$2.96K - $3.45K
|
2.23K
$53K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
65.3K+ 1.81% |
$1.53M - $1.79M
|
3.67M
$87.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
110+ 4.74% |
$2.58K - $3.02K
|
2.43K
$57.8K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.16K- 24.2% |
$28.7K - $32K
|
3.63K
$86.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.6KNew |
$361K - $402K
|
14.6K
$347K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.09% |
$22.2 - $25.4
|
1.17K
$28K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44New |
$978 - $1.12K
|
44
$1.05K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.67K- 17.06% |
$81.5K - $93.1K
|
17.8K
$425K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.6KNew |
$1.03M - $1.13M
|
46.6K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69+ 81.18% |
$1.53K - $1.67K
|
154
$3.67K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-209- 21.5% |
$4.63K - $5.06K
|
763
$18.2K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1KNew |
$21.3K - $24.1K
|
1K
$23.8K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.74K+ 7.36% |
$79.8K - $90.3K
|
54.6K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 9.88% |
$26.5K - $30K
|
11.3K
$270K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58KNew |
$33.8K - $39.7K
|
1.58K
$37.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.8K- 5.41% |
$59.9K - $70.5K
|
48.9K
$1.17M
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
56.7KNew |
$1.38M - $1.55M
|
56.7K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.8K- 48.22% |
$311K - $350K
|
13.8K
$328K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34KNew |
$840K - $903K
|
34K
$809K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
353New |
$8.72K - $9.38K
|
353
$8.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$2.47K - $2.66K
|
100
$2.38K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.65K+ 11.1% |
$140K - $150K
|
56.6K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.36K- 48.26% |
$182K - $196K
|
7.9K
$188K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.2KNew |
$400K - $430K
|
16.2K
$385K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.36K- 48.26% |
$182K - $196K
|
7.9K
$188K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.89KNew |
$195K - $210K
|
7.89K
$188K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
645New |
$15.4K - $16.7K
|
645
$15.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
9.85KNew |
$235K - $255K
|
9.85K
$235K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
34New |
$811 - $881
|
34
$810
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-244- 10.17% |
$5.82K - $6.32K
|
2.16K
$51.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-78K- 45.28% |
$1.86M - $2.02M
|
94.3K
$2.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.08% |
$167 - $181
|
8.66K
$206K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.8K+ 80.33% |
$425K - $462K
|
40K
$952K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.1K- 54.13% |
$693K - $753K
|
24.6K
$586K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.83KNew |
$187K - $203K
|
7.83K
$187K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
404+ 404.0% |
$9.59K - $10.6K
|
504
$12K
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
13K+ 91.4% |
$308K - $341K
|
27.2K
$647K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.34KClosed |
$59.3K - $66.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
726New |
$18.4K - $20.8K
|
726
$17.3K
|
|