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 23 institutions that hold shares in the stock, with a total of 4.17 Million shares, which have been reported (via 13F filing form) to have a value of $104 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
|
$90.6 Million
14.06% of portfolio
|
Q3 2024
Added 1.66%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
208,669
shares
|
$5.23 Million
0.14% of portfolio
|
Q1 2024
Added 14.0%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
73,943
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.89%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,666
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
46,603
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
45,081
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.22%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
40,762
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Added 83.62%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
33,913
shares
|
$849,520
0.0% of portfolio
|
Q2 2024
Added 6723.54%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,838
shares
|
$446,841
0.0% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
14,133
shares
|
$354,031
0.03% of portfolio
|
Q2 2024
Added 5.44%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
4,786
shares
|
$119,889
0.0% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
2,527
shares
|
$63,301
0.02% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
2,155
shares
|
$53,982
0.04% of portfolio
|
Q4 2022
Reduced 10.17%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,100
shares
|
$52,605
0.0% of portfolio
|
Q4 2023
Reduced 33.44%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,173
shares
|
$29,383
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
763
shares
|
$19,113
0.01% of portfolio
|
Q2 2024
Reduced 21.5%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
504
shares
|
$12,625
0.0% of portfolio
|
Q3 2022
Added 404.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
461
shares
|
$11,548
0.0% of portfolio
|
Q2 2024
Reduced 55.16%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
154
shares
|
$3,857
0.0% of portfolio
|
Q2 2024
Added 81.18%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
114
shares
|
$2,855
0.0% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
44
shares
|
$1,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$25
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
|