DALI
+1.92 · +6.91%
$29.70 · NASDAQ

First Trust Dorsey Wright DALI 1 ETF (DALI) ETF Analysis | Tactical Allocation

First Trust · USA
AUM:$121.7M
#– of – in Tactical Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 1.18% — above average for this category.

What is DALI?

Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index has been designed based upon the principle that the asset class exhibiting the highest levels of relative strength, based on current prices, will be the asset class with the best performance over the near term.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DALI delivered 15.4% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.18% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 99.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$121.7M
Expense Ratio1.18%
Dividend Yield0.36%
Holdings7
Inception DateMay 2018
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta1.09
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

How would DALI affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.8%
1Y
+6.5%
3Y
+15.0%
5Y
+20.2%
OpenBook InsightIf you had invested £10,000 in DALI 5 years ago, it would have grown to £12,016 — a gain of £2,016.

Annual Returns

Calendar year performance

DALI delivered positive returns in 3 of the last 5 calendar years.
YearDALI
2026 YTD+1.4%
2025+11.9%
2024+20.2%
2023-7.3%
2022-8.4%
CAGR 4yr+3.4%
3/5 positive yearsAvg return: +3.5%Worst year: -8.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
16.5%
Low
Momentum
+6.1%
30-day change
Support Level
28.32
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.