Aptus Capital Advisors’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

Aptus Capital Advisors’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 Q4	–	Sell	-1,375	Closed	-$34K	–	543
2020 Q3	$34K	Sell	1,375 -354	-20%	-$8.97K	﹤0.01%	373
2020 Q2	$43K	Sell	1,729 -2	-0.1%	-$51	﹤0.01%	332
2020 Q1	$43K	Sell	1,731 -31,556	-95%	-$985K	﹤0.01%	318
2019 Q4	$1.11M	Hold	33,287	–	–	0.08%	169
2019 Q3	$1.03M	Buy	33,287 +15,779	+90%	+$490K	0.06%	189
2019 Q2	$541K	Sell	17,508 -13,270	-43%	-$402K	0.08%	212
2019 Q1	$916K	Buy	+30,778	New	+$881K	0.16%	114

Other funds holding DWPP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Aptus Capital Advisors's DWPP Position: Q4 2020 in Review

Aptus Capital Advisors sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q4 2020, closing a stake of 1,375 shares — an estimated $34K sold.

Aptus Capital Advisors first reported a position in DWPP in Q1 2019 and held it in 7 quarters. The position peaked at $1.11M in Q4 2019. 13 funds tracked by Wall St. Rank hold DWPP as of Q4 2020.

Aptus Capital Advisors reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q4 2020 after selling out during the quarter.
Aptus Capital Advisors sold 1,375 First Trust Dorsey Wright People's Portfolio ETF shares in Q4 2020, an estimated $34K.
Aptus Capital Advisors first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q1 2019 and held it in 7 quarters.
Aptus Capital Advisors's First Trust Dorsey Wright People's Portfolio ETF position peaked at $1.11M in Q4 2019.
13 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q4 2020.

Based on Aptus Capital Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.