FIRST TR EXCHANGE TRADED FD

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DALI·33738R712·US·ETF·Unknown - Unknown

DALI (FIRST TR EXCHANGE TRADED FD) is held by 9 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($2M), Pathstone Holdings, LLC ($1.3M), JANE STREET GROUP, LLC ($615,591). Net institutional sentiment: Bearish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (9)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	72,449(-3.0%)	$2M	0.0%	+21.01%	0
Pathstone Holdings, LLC	Increased	46,346(+0.1%)	$1.3M	0.0%	+34.00%	25
JANE STREET GROUP, LLC	New	22,125	$615,591	0.0%	+0.35%	34
CITADEL ADVISORS LLC	Decreased	15,856(-40.7%)	$441,166	0.0%	+2.77%	0
RAYMOND JAMES FINANCIAL INC	Decreased	9,144(-0.4%)	$254,427	0.0%	+11.91%	0
STIFEL FINANCIAL CORP	Decreased	8,015(-8.1%)	$223,003	0.0%	-0.28%	0
MORGAN STANLEY	Decreased	3,548(-6.0%)	$98,744	0.0%	+0.46%	0
UBS Group AG	Increased	383(+257.9%)	$10,656	0.0%	+0.17%	19
WELLS FARGO & COMPANY/MN	Unchanged	2	$47	0.0%	+19.87%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$962,887	0.0%	+11.35%	0
OSAIC HOLDINGS, INC.	Exited	0(-100.0%)	$7,259	0.0%	+17.96%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$191,357	0.0%	-0.62%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$84,448	0.0%	-0.62%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer