BWA
DWFI

Burt Wealth Advisors’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Burt Wealth Advisors’s Portfolio DWFI Stock Details DWFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-66,417
Closed -$1.48M – 385
2018
Q4 		$1.48M Buy
+66,417
New +$1.51M 0.7% 19

Other funds holding DWFI

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Burt Wealth Advisors's DWFI Position: Q1 2019 in Review

Burt Wealth Advisors sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2019, closing a stake of 66,417 shares — an estimated $1.48M sold.

Burt Wealth Advisors first reported a position in DWFI in Q4 2018 and held it in 1 quarter. The position peaked at $1.48M in Q4 2018. 20 funds tracked by Wall St. Rank hold DWFI as of Q1 2019.

  • Burt Wealth Advisors reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • Burt Wealth Advisors sold 66,417 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2019, an estimated $1.48M.
  • Burt Wealth Advisors first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2018 and held it in 1 quarter.
  • Burt Wealth Advisors's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $1.48M in Q4 2018.
  • 20 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2019.

Based on Burt Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.