Who Owns First Trust Dorsey Wright DALI Equity ETF (DALI)?Hedge Fund & Institutional Holders

$27.90-0.26 (-0.92%)Financial ServicesNASDAQ

Institutional Holders

20

as of Q4 2025

Total Institutional Value

$1.0267873000700004e+38T

% of Float Held

—

QoQ Change in Holders

+5 / -1

Price History

$21.18$23.56$25.95$28.33$30.72Sep 24Jun 25Mar 26

DALI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Holos Integrated Wealth LLCNew Position+3K+$73.0M
UBS Group AGNew Position+107+$3.0M
Kestra Advisory Services, LLCNew Position+7K+$0
BANK OF AMERICA CORP /DE/New Position+3K+$0
STIFEL FINANCIAL CORPNew Position+9K+$0
MORGAN STANLEYIncreased+4K+$-4K
Pathstone Holdings, LLCIncreased+56+$-303K
Keel Point, LLCIncreased+1K+$-421.9M
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+9K+$-690.7M

DALI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Prospera Financial Services IncDecreased-9K-$4.5B
LPL Financial LLCDecreased-364-$2.1B
CITADEL ADVISORS LLCDecreased-14K-$1.2B
RAYMOND JAMES FINANCIAL INCDecreased-600-$275.5M
Advisory Services Network, LLCClosed Position-793-$22.3M
Strid Group, LLCDecreased-77K-$68K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Strid Group, LLC3,569,746$102.7M12.78%Share
2Holos Integrated Wealth LLC2,650$73.0M0.04%Share
3Cherry Tree Wealth Management, LLC2,467$70.0M0.01%Share
4Prospera Financial Services Inc151,386$4.0M0.07%Share
5UBS Group AG107$3.0M0.00%Share
6LPL Financial LLC74,658$2.0M0.00%Share
7Founders Financial Alliance, LLC50$1.0M0.00%Share
8Pathstone Holdings, LLC46,310$1.0M0.00%Share
9SUSQUEHANNA INTERNATIONAL GROUP, LLP13,648$00.00%Share
10SUSQUEHANNA INTERNATIONAL GROUP, LLP19,828$00.00%Share
11BANK OF AMERICA CORP /DE/2,936$00.00%Share
12STIFEL FINANCIAL CORP8,719$00.00%Share
13Keel Point, LLC16,279$00.00%Share
14CITADEL ADVISORS LLC26,751$00.00%Share
15Kestra Advisory Services, LLC6,653$00.00%Share
16MORGAN STANLEY1$00.00%Share
17MORGAN STANLEY3,773$00.00%Share
18OSAIC HOLDINGS, INC.252$00.00%Share
19WELLS FARGO & COMPANY/MN2$00.00%Share
20RAYMOND JAMES FINANCIAL INC9,180$00.00%Share

DALI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202518$256.7M+4
Q3 202514$9.4B-1
Q2 202515$8.5B-1
Q1 202516$8.2B-3
Q4 202419$19.2B+2
Q3 202417$6.7T-1
Q2 202418$5.0T+2
Q1 202416$535.4T—

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As of Q4 2025, 20 institutional investors hold DALI (First Trust Dorsey Wright DALI Equity ETF). The largest holder is Strid Group, LLC with $102.7M in shares. This quarter, 5 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own DALI?

As of Q4 2025, 20 institutional investors report holding DALI (First Trust Dorsey Wright DALI Equity ETF) in their 13F filings.

Who is the largest institutional holder of DALI?

The largest institutional holder of DALI is Strid Group, LLC with $102.7M in shares.

Is institutional ownership of DALI increasing or decreasing?

This quarter, 5 institutions opened new positions in DALI and 1 closed their positions.