Commonwealth Equity Services
DWPP

Commonwealth Equity Services’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

Commonwealth Equity Services’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
2022
Q3 		– Sell
-58,422
Closed -$1.62M – 3799
2022
Q2 		$1.62M Sell
58,422
-3,024
-5% -$91K ﹤0.01% 1559
2022
Q1 		$2.06M Sell
61,446
-12,929
-17% -$427K ﹤0.01% 1487
2021
Q4 		$2.64M Buy
74,375
+4,870
+7% +$167K 0.01% 1311
2021
Q3 		$2.25M Sell
69,505
-56
-0.1% -$1.86K 0.01% 1356
2021
Q2 		$2.25M Buy
69,561
+2,593
+4% +$81K 0.01% 1343
2021
Q1 		$2M Sell
66,968
-4,391
-6% -$128K 0.01% 1325
2020
Q4 		$2M Sell
71,359
-18,278
-20% -$490K 0.01% 1229
2020
Q3 		$2.25M Buy
+89,637
New +$2.27M 0.01% 1029
2020
Q2 		– Sell
-13,712
Closed -$348K – 3028
2020
Q1 		$348K Sell
13,712
-6,100
-31% -$190K ﹤0.01% 1960
2019
Q4 		$663K Sell
19,812
-2,806
-12% -$89.9K ﹤0.01% 1691
2019
Q3 		$703K Buy
22,618
+8,095
+56% +$251K ﹤0.01% 1583
2019
Q2 		$449K Buy
+14,523
New +$440K ﹤0.01% 1885

Other funds holding DWPP

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services's DWPP Position: Q3 2022 in Review

Commonwealth Equity Services sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q3 2022, closing a stake of 58,422 shares — an estimated $1.62M sold.

Commonwealth Equity Services first reported a position in DWPP in Q2 2019 and held it in 12 quarters. The position peaked at $2.64M in Q4 2021. 9 funds tracked by Wall St. Rank hold DWPP as of Q3 2022.

  • Commonwealth Equity Services reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q3 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 58,422 First Trust Dorsey Wright People's Portfolio ETF shares in Q3 2022, an estimated $1.62M.
  • Commonwealth Equity Services first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q2 2019 and held it in 12 quarters.
  • Commonwealth Equity Services's First Trust Dorsey Wright People's Portfolio ETF position peaked at $2.64M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q3 2022.

Based on Commonwealth Equity Services's 13F filing for Q3 2022, filed 14 Nov 2022.