DALI — First Tr Exchange Traded Fd Institutional Holders · Q2 2026
Who owns First Tr Exchange Traded Fd (DALI)? 20 institutions reported holding $98.58M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Strid Group, LLC ($88.8M), Prospera Financial Services Inc ($3.8M), LPL Financial LLC ($2.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Strid Group, LLC | $88.8M | 3.0M | Trimmed |
| 2 | Prospera Financial Services Inc | $3.8M | 127,549 | Trimmed |
| 3 | LPL Financial LLC | $2.1M | 71,772 | Trimmed |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 39,071 | New |
| 5 | Pathstone Holdings, LLC | $1.1M | 37,979 | Trimmed |
| 6 | Keel Point, LLC | $476,399 | 16,011 | Trimmed |
| 7 | EWA, LLC | $313,285 | 10,529 | New |
| 8 | RAYMOND JAMES FINANCIAL INC | $250,622 | 8,423 | Trimmed |
| 9 | STIFEL FINANCIAL CORP | $232,532 | 7,815 | Trimmed |
| 10 | MORGAN STANLEY | $105,593 | 3,548 | Hold |
| 11 | Cherry Tree Wealth Management, LLC | $78,433 | 2,636 | Added |
| 12 | Holos Integrated Wealth LLC | $76,488 | 2,650 | Hold |
| 13 | UBS Group AG | $10,712 | 360 | Trimmed |
| 14 | JONES FINANCIAL COMPANIES LLLP | $2,463 | 84 | New |
| 15 | Founders Financial Alliance, LLC | $1,505 | 51 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $49 | 2 | Hold |
| 17 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 18 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 19 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 20 | ADVISORTRUST PARTNERS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30