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 24 institutions that hold shares in the stock, with a total of 4.75 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strid Group, LLC
|
Apr 24, 2024 Q1 2024 |
4,144,455
shares
|
$100 Million
18.05% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
256,792
shares
|
$6.19 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
84,889
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 60.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
57,226
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2024
Added 0.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,666
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
54,632
shares
|
$1.32 Million
0.64% of portfolio
|
Q1 2024
Added 7.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
30,169
shares
|
$727,676
0.0% of portfolio
|
Q1 2024
Reduced 33.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
22,199
shares
|
$535,439
0.0% of portfolio
|
Q1 2024
Reduced 51.68%
|
|
|
Keel Point, LLC
Huntsville, AL |
Apr 16, 2024 Q1 2024 |
13,404
shares
|
$323,304
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
11,342
shares
|
$273,569
0.0% of portfolio
|
Q1 2024
Reduced 9.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,786
shares
|
$115,438
0.0% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
2,731
shares
|
$65,871
0.02% of portfolio
|
Q3 2023
Added 80.26%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
May 13, 2024 Q1 2024 |
2,155
shares
|
$51,978
0.04% of portfolio
|
Q4 2022
Reduced 10.17%
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
2,100
shares
|
$50,652
0.0% of portfolio
|
Q4 2023
Reduced 33.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,174
shares
|
$28,316
0.0% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,028
shares
|
$24,795
0.0% of portfolio
|
Q1 2024
Reduced 90.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,000
shares
|
$24,120
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
972
shares
|
$23,444
0.01% of portfolio
|
Q1 2024
Reduced 73.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
504
shares
|
$12,156
0.0% of portfolio
|
Q3 2022
Added 404.0%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
497
shares
|
$11,987
0.0% of portfolio
|
Q1 2024
Reduced 54.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
114
shares
|
$2,749
0.0% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
85
shares
|
$2,050
0.0% of portfolio
|
Q1 2024
Added 4.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2023
Reduced 99.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|