Latest Institutional Sells of First Tr ETF Vi Dorseywright D (DALI)
This list provides information on the latest institutional transactions involving First Tr ETF Vi Dorseywright D (DALI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.67K- 17.06% |
$81.5K - $93.1K
|
17.8K
$447K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.1K- 21.22% |
$269K - $294K
|
45.1K
$1.13M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.9K- 12.89% |
$242K - $265K
|
73.9K
$1.85M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-567- 55.16% |
$12.6K - $13.7K
|
461
$11.5K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-209- 21.5% |
$4.63K - $5.06K
|
763
$19.1K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-204- 7.47% |
$4.52K - $4.94K
|
2.53K
$63.3K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.09% |
$22.2 - $24.2
|
1.17K
$29.4K
|
|
Q1 2024 | |||||||
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 9.88% |
$26.5K - $30K
|
11.3K
$284K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24- 0.5% |
$512 - $579
|
4.79K
$120K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 8.06% |
$213 - $241
|
114
$2.86K
|
|
Q4 2023 | |||||||
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
$1.23M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2K- 99.95% |
$42.8K - $50.3K
|
1
$25.1
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.06K- 33.44% |
$22.6K - $26.6K
|
2.1K
$52.6K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.8K- 48.22% |
$311K - $350K
|
13.8K
$345K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.36K- 48.26% |
$182K - $196K
|
7.9K
$198K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.36K- 48.26% |
$182K - $196K
|
7.9K
$198K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-78K- 45.28% |
$1.86M - $2.02M
|
94.3K
$2.36M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.1K- 54.13% |
$693K - $753K
|
24.6K
$617K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-244- 10.17% |
$5.82K - $6.32K
|
2.16K
$54K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-214KClosed |
$5.43M - $6.13M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.85KClosed |
$199K - $224K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.34KClosed |
$59.3K - $66.9K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-220Closed |
$5.58K - $6.29K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-122Closed |
$3.09K - $3.49K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.3KClosed |
$266K - $335K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.1KClosed |
$275K - $310K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-8.52KClosed |
$210K - $237K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.97KClosed |
$123K - $138K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19KClosed |
$443K - $483K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.56KClosed |
$61.6K - $65K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-28.2KClosed |
$464K - $491K
|
0
$0
|
|
Q1 2020 | |||||||
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.7KClosed |
$82.6K - $129K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
G&S Capital LLC
|
SELL
|
- |
-75Closed |
$1.09K - $1.7K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.59KClosed |
$143K - $175K
|
0
$0
|
|
Q4 2018 | |||||||
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-3.41KClosed |
$54.5K - $71.6K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-500Closed |
$8K - $10.5K
|
0
$0
|