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 (Q4 2025). 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, Prospera Financial Services Inc, Lpl Financial Llc, Pathstone Holdings, Llc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +9,180 | — | 9,180 | $264.05K | Q4 2025 | Feb 18, 2026 |
| Susquehanna International Group, Llp | Buy | +33,476 | — | 33,476 | $962.89K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +26,751 | — | 26,751 | $769.45K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +2,936 | — | 2,936 | $84.45K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +252 | — | 252 | $7.26K | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, Llc | Buy | +46,310 | — | 46,310 | $1.33M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +8,719 | — | 8,719 | $250.79K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +6,653 | — | 6,653 | $191.36K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +3,774 | — | 3,774 | $108.56K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +2 | — | 2 | $49.00 | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, Llc | Buy | +50 | — | 50 | $1.44K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +74,658 | — | 74,658 | $2.15M | Q4 2025 | Feb 11, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +2,467 | — | 2,467 | $70.96K | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | Buy | +151,386 | — | 151,386 | $4.35M | Q4 2025 | Feb 09, 2026 |
| Ubs Group Ag | Buy | +107 | — | 107 | $3.08K | Q4 2025 | Jan 29, 2026 |
| Strid Group, Llc | Buy | +3,569,746 | — | 3,569,746 | $102.68M | Q4 2025 | Jan 26, 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.