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First TrustTactical AllocationDALI · Nasdaq

First Trust Dorsey Wright DALI Equity ETF (DALI)

Price
$29.49
11 Sept 2026
Assets
$101.8M
Total net assets
Expense ratio
0.91%
Category 1.59%
Yield
1.15%
Trailing distributions
3Y CAGR
5.2%-5.7%
Category 10.9%
5Y CAGR
3.9%-0.3%
Category 4.2%
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First Trust Dorsey Wright DALI Equity ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+0.4%-2.6%+7.4%+3.5%+6.0%+5.2%+3.9%+5.7%
Tactical Allocation average-1.7%0.3%10.6%10.7%13.7%10.9%4.2%6.6%8.8%
Difference+2.1%-2.8%-3.2%-7.2%-7.7%-5.7%-0.3%-3.1%

Holdings

The 7 largest positions make up 99.9% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
FDTFirst Trust Dev Mkts Ex-US AlphaDEX® ETF17.83%
FEMFirst Trust Emerging Mrkts AlphaDEX® ETF17.77%
FEPFirst Trust Europe AlphaDEX® ETF13.78%
FEUZFirst Trust Eurozone AlphaDEX® ETF13.44%
FGMFirst Trust Germany AlphaDEX® ETF13.32%
FPAFirst Trust AsiaPac ex-Jpn AlphaDEX® ETF11.90%
FPXIFirst Trust International Eq Opps ETF11.86%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
13.1
P/B
1.4
P/S
0.8
P/CF
7.2

Sector allocation

Share of the equity the fund holds.

27.2%Industrials11 sectors
  1. Industrials27.2%
  2. Technology15.1%
  3. Consumer discretionary10.2%
  4. Financial services9.1%
  5. Materials8.8%
  6. Energy8.4%
  7. Utilities4.9%
  8. Health care4.9%
  9. Consumer staples4.1%
  10. Real estate4.0%
  11. Communication services3.3%

Asset mix

  • Stocks99.3%
  • Cash0.4%
  • Other0.3%

ETF details

Issuer
First Trust
Category
Equity · Tactical Allocation
Ticker
DALI
Exchange
Nasdaq
Inception
14 May 2018 (8.3 years)
Structure
Exchange Traded Fund
Expense ratio
0.91% (category 1.59%)
Holdings turnover
58% (category 258%)
Distribution yield
1.15%
Beta, 3 years
1.19
Total net assets
$101.8M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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