Private Trust CO Na First Tr ETF Vi Dorseywright D Transaction History

Private Trust CO Na

$905 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	BUY	$23.83 - $25.89 $234,820 - $255,120	9,854 New	9,854 $245,000
Q2 2022 Sep 16, 2022	BUY	$25.35 - $28.61 $232,104 - $261,953	9,156 New	9,156 $232,000

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
Sector ETFs
Industry ETFs

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