FIRST TR EXCHANGE-TRADED FD

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DALI·33738R712·US·ETF

DALI (FIRST TR EXCHANGE-TRADED FD) is held by 9 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($2.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.2M), Pathstone Holdings, LLC ($1.1M). Net institutional sentiment: Bearish.

9

Holders

$5M

Total Value

22% (9)

Consensus

2 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)66

Activist (13D/13G)65

Congressional (STOCK Act)66

Holder Quality

47

★★★★★

Elite

63

★★★★

Strong

55

★★★

Solid

13

★★

Below

80

★

Weak

Held by 9 funds

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DALI.

Top Holders

Top Holders (9)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	71,772(-0.9%)	$2.1M	0.0%	+19.77%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	39,071	$1.2M	0.0%	-5.87%	35
Pathstone Holdings, LLC	Decreased	37,979(-18.1%)	$1.1M	0.0%	+30.88%	0
RAYMOND JAMES FINANCIAL INC	Decreased	8,423(-7.9%)	$250,622	0.0%	+9.95%	0
STIFEL FINANCIAL CORP	Decreased	7,815(-2.5%)	$232,532	0.0%	-1.73%	0
MORGAN STANLEY	Unchanged	3,548	$105,593	0.0%	-1.04%	0
UBS Group AG	Decreased	360(-6.0%)	$10,712	0.0%	+0.58%	0
JONES FINANCIAL COMPANIES LLLP	New	84	$2,463	0.0%	-5.87%	19
WELLS FARGO & COMPANY/MN	Unchanged	2	$49	0.0%	+14.60%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$615,591	0.0%	+7.84%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$441,166	0.0%	+6.72%	0

DALIFIRST TR EXCHANGE-TRADED FD

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer