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 19 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,652,743
shares
|
$100 Million
13.79% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
165,970
shares
|
$4.56 Million
0.09% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
81,876
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,666
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
46,194
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
42,955
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,838
shares
|
$490,545
0.0% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
17,352
shares
|
$477,180
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
15,243
shares
|
$419,182
0.03% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,628
shares
|
$99,770
0.0% of portfolio
|
Q4 2024
Reduced 24.2%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
2,650
shares
|
$72,875
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,429
shares
|
$66,797
0.01% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,888
shares
|
$51,920
0.0% of portfolio
|
Q2 2025
Reduced 66.68%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,175
shares
|
$32,312
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
251
shares
|
$6,902
0.0% of portfolio
|
Q1 2025
Reduced 43.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
44
shares
|
$1,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4
shares
|
$110
0.0% of portfolio
|
Q1 2025
Reduced 96.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2
shares
|
$55
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|