FIRST TRUST DORSEYWRIGHT DAL (DALI) Institutional Ownership Changes & 13F Activity
FIRST TRUST DORSEYWRIGHT DAL (DALI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Strid Group, Llc, Pathstone Holdings, Llc, Susquehanna International Group, Llp, Jane Street Group, Llc, and Prospera Financial Services Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +169 | +6.9% | 2,636 | $78.43K | Q2 2026 | Sep 15, 2026 |
| Susquehanna International Group, Llp | Buy | +39,071 | — | 39,071 | $1.16M | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +16,011 | — | 16,011 | $476.40K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -721 | -7.9% | 8,423 | $250.62K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +84 | — | 84 | $2.46K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -23 | -6.0% | 360 | $10.71K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Sell | -200 | -2.5% | 7,815 | $232.53K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Sell | -677 | -0.9% | 71,772 | $2.14M | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, Llc | Buy | +1 | +2.0% | 51 | $1.50K | Q2 2026 | Aug 04, 2026 |
| Strid Group, Llc | Sell | -294,595 | -9.0% | 2,984,981 | $88.81M | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | Sell | -19,401 | -13.2% | 127,549 | $3.79M | Q2 2026 | Jul 15, 2026 |
| Ewa, Llc | Buy | +10,529 | — | 10,529 | $313.29K | Q2 2026 | Jul 14, 2026 |
| Western Wealth Management, Llc | Sell | -2,871 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Citadel Advisors Llc | Sell | -15,856 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -783 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Jane Street Group, Llc | Sell | -22,125 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Pathstone Holdings, Llc | Sell | -46,346 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Advisortrust Partners, Llc | Sell | -436 | -100.0% | 0 | $0.00 | Q2 2026 | May 06, 2026 |
Frequently asked questions about DALI activity
Which institutional owners are buying DALI?
Institutional owners buying DALI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DALI activity?
"Buy" means an investor increased their reported position in DALI compared to the prior reporting period. This reflects growing exposure to FIRST TRUST DORSEYWRIGHT DAL (DALI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DALI increasing?
Institutional interest in DALI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.