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 4.05 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
|
Oct 16, 2024 Q3 2024 |
3,617,239
shares
|
$95.7 Million
14.06% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
178,787
shares
|
$4.73 Million
0.12% of portfolio
|
Q3 2024
Reduced 14.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
84,717
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,666
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
45,124
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,838
shares
|
$471,993
0.0% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,686
shares
|
$441,511
0.0% of portfolio
|
Q3 2024
Reduced 59.06%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
14,690
shares
|
$388,697
0.03% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,169
shares
|
$163,231
0.0% of portfolio
|
Q3 2024
Reduced 81.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,786
shares
|
$126,637
0.0% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,527
shares
|
$66,864
0.02% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,100
shares
|
$55,566
0.0% of portfolio
|
Q4 2023
Reduced 33.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,174
shares
|
$31,064
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
763
shares
|
$20,188
0.01% of portfolio
|
Q2 2024
Reduced 21.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
504
shares
|
$13,335
0.0% of portfolio
|
Q3 2022
Added 404.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
442
shares
|
$11,695
0.0% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
154
shares
|
$4,074
0.0% of portfolio
|
Q2 2024
Added 81.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
113
shares
|
$2,989
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
44
shares
|
$1,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2023
Reduced 99.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|