CA
DWPP

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

Claro 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
2019
Q2 		– Sell
-4,221
Closed -$586K – 167
2019
Q1 		$586K Buy
+4,221
New +$121K 0.58% 53

Other funds holding DWPP

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Claro Advisors's DWPP Position: Q2 2019 in Review

Claro Advisors sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q2 2019, closing a stake of 4,221 shares — an estimated $586K sold.

Claro Advisors first reported a position in DWPP in Q1 2019 and held it in 1 quarter. The position peaked at $586K in Q1 2019. 17 funds tracked by Wall St. Rank hold DWPP as of Q2 2019.

  • Claro Advisors reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q2 2019 after selling out during the quarter.
  • Claro Advisors sold 4,221 First Trust Dorsey Wright People's Portfolio ETF shares in Q2 2019, an estimated $586K.
  • Claro Advisors first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q1 2019 and held it in 1 quarter.
  • Claro Advisors's First Trust Dorsey Wright People's Portfolio ETF position peaked at $586K in Q1 2019.
  • 17 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q2 2019.

Based on Claro Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.