Who Owns DALI?
First Trust Dorsey Wright DALI Equity ETF — Institutional Ownership & 13F Holdings
$30.10
+0.42 (+1.41%)
Market Cap
$118.0M
Shares Outstanding
3,562,001
Institutional Holders
16
Total Inst. Value
$94.0M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
1
Closed Positions
4
Increased
6
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Strid Group, LLC | $87.9M | 3,669,540 |
| 2 | Prospera Financial Services Inc | $3.9M | 162,889 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 42,955 |
| 4 | RAYMOND JAMES FINANCIAL INC | $416K | 17,352 |
| 5 | Keel Point, LLC | $365K | 15,243 |
| 6 | UBS Group AGNew | $136K | 5,667 |
| 7 | BANK OF AMERICA CORP /DE/ | $86K | 3,628 |
| 8 | Cherry Tree Wealth Management, LLC | $58K | 2,429 |
| 9 | IFP Advisors, Inc | $53K | 2,226 |
| 10 | MORGAN STANLEY | $28K | 1,175 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Strid Group, LLC | +65K | $87.9M |
| Keel Point, LLC | +626 | $365K |
| UBS Group AGNew | +6K | $136K |
| Cherry Tree Wealth Management, LLC | +110 | $58K |
| IFP Advisors, Inc | +126 | $53K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -3K | $1.0M |
| LPL Financial LLC | -3K | $2K |
| Prospera Financial Services Inc | -2K | $3.9M |
| RAYMOND JAMES FINANCIAL INC | -366 | $416K |
| OSAIC HOLDINGS, INC. | -191 | $6K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold DALI?
As of Q1 2025, 16 institutional investors report holding DALI (First Trust Dorsey Wright DALI Equity ETF) in their 13F filings.
Which hedge fund owns the most DALI?
The largest institutional holder of DALI is Strid Group, LLC with $87.9M in shares.
Are institutions buying or selling DALI?
This quarter, 1 institutions opened new positions in DALI and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.