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 21 institutions that hold shares in the stock, with a total of 4.08 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
3,604,244
shares
|
$94.5 Million
14.66% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
164,577
shares
|
$4.31 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
86,262
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,666
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
46,246
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 177.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
45,157
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,838
shares
|
$467,533
0.0% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,718
shares
|
$464,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
14,617
shares
|
$383,111
0.03% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
14,554
shares
|
$381,460
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,628
shares
|
$95,089
0.0% of portfolio
|
Q4 2024
Reduced 24.2%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,319
shares
|
$60,780
0.01% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,100
shares
|
$55,041
0.0% of portfolio
|
Q4 2024
Reduced 36.96%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,175
shares
|
$30,796
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
504
shares
|
$13,209
0.0% of portfolio
|
Q3 2022
Added 404.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
442
shares
|
$11,584
0.0% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
154
shares
|
$4,036
0.0% of portfolio
|
Q2 2024
Added 81.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
109
shares
|
$2,856
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
44
shares
|
$1,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2023
Reduced 99.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|