AWM
DWPP

Affinity Wealth Management’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

Affinity Wealth Management’s Portfolio DWPP Stock Details DWPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-36,475
Closed -$1.05M – 68
2020
Q1 		$1.05M Buy
+36,475
New +$1.14M 0.63% 27

Other funds holding DWPP

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Affinity Wealth Management's DWPP Position: Q2 2020 in Review

Affinity Wealth Management sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q2 2020, closing a stake of 36,475 shares — an estimated $1.05M sold.

Affinity Wealth Management first reported a position in DWPP in Q1 2020 and held it in 1 quarter. The position peaked at $1.05M in Q1 2020. 21 funds tracked by Wall St. Rank hold DWPP as of Q2 2020.

  • Affinity Wealth Management reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q2 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 36,475 First Trust Dorsey Wright People's Portfolio ETF shares in Q2 2020, an estimated $1.05M.
  • Affinity Wealth Management first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q1 2020 and held it in 1 quarter.
  • Affinity Wealth Management's First Trust Dorsey Wright People's Portfolio ETF position peaked at $1.05M in Q1 2020.
  • 21 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q2 2020.

Based on Affinity Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.