First Trust Dorsey Wright Dynamic Allocation ETF (DALI)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
DALI Chart
First Trust Dorsey Wright Dynamic Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jane Bortnem Cherry Tree Wealth Management, LLC | 2,467 | $62,361.56 | $69,865.44 | $7,503.88 | 12.03% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 46,346 | $1.01M | $1.31M | $305,551.28 | 30.34% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 2,650 | $68,397 | $75,949 | $7,552 | 11.04% |
First Trust Dorsey Wright Dynamic Allocation ETF (DALI) FAQ
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First Trust Dorsey Wright Dynamic Allocation ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The described company appears to be a fund that bases its investment strategies on the principle of relative strength. This principle suggests that assets currently showing the highest levels of relative strength, meaning their current prices are strong in comparison to past prices, are likely to outperform in the near term. Consequently, the fund commits at least 90% of its net assets, which includes borrowed money designated for investments, to securities that are part of an index. This index is specifically designed to track the performance of the asset classes considered to exhibit the highest levels of relative strength.
Products and Services
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Relative Strength-Based Index Fund:
This product is a fund that invests primarily in the securities that make up an index, which is designed following the relative strength principle. Such an index aims to capture the performance of asset classes believed to have the highest potential for near-term returns, based on their current price movements. By allocating at least 90% of its net assets, including funds borrowed for investment purposes, into the securities of this index, the fund seeks to provide its investors with exposure to the most dynamically performing assets.
