Who owns DALI?
First Trust Dorsey Wright DALI 1 ETF · First Trust
15 institutions reported holding DALI, worth $98.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DALI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Strid Group, LLC | Newtown Square, PA | $88.8M | 2,984,981 | −294,595 shares |
| Prospera Financial Services Inc | Dallas, TX | $3.8M | 127,549 | −19,401 shares |
| LPL Financial LLC | Fort Mill, SC | $2.1M | 71,772 | −677 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.2M | 39,071 | New position |
| Pathstone Holdings, LLC | Englewood, NJ | $1.1M | 37,979 | −8,367 shares |
| Keel Point, LLC | Huntsville, AL | $476K | 16,011 | New position |
| EWA, LLC | Pittsburgh, PA | $313K | 10,529 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $251K | 8,423 | −721 shares |
| Stifel Financial Corp. | St. Louis, MO | $233K | 7,815 | −200 shares |
| Morgan Stanley | New York, NY | $106K | 3,548 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DALI?
15 institutional managers reported holding DALI in Form 13F filings for June 30, 2026, worth $98.5M in total. The largest reported position was held by Strid Group, LLC, at $88.8M.
Did institutions buy or sell DALI last quarter?
Reported 13F value fell 2.0% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DALI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.