Concourse Financial Group Securities’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

Concourse Financial Group Securities’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 Q3	–	Sell	-227	Closed	-$5.75K	–	2291
2020 Q2	$6K	Hold	227	–	–	﹤0.01%	1643
2020 Q1	$6K	Sell	227 -1,346	-86%	-$42K	﹤0.01%	1629
2019 Q4	$53K	Buy	1,573 +266	+20%	+$8.53K	0.01%	930
2019 Q3	$41K	Hold	1,307	–	–	0.01%	691
2019 Q2	$40K	Hold	1,307	–	–	﹤0.01%	952
2019 Q1	$38K	Hold	1,307	–	–	﹤0.01%	983
2018 Q4	$33K	Buy	+1,307	New	+$36.7K	﹤0.01%	956

Other funds holding DWPP

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

CFD

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

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

Concourse Financial Group Securities's DWPP Position: Q3 2020 in Review

Concourse Financial Group Securities sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q3 2020, closing a stake of 227 shares — an estimated $5.75K sold.

Concourse Financial Group Securities first reported a position in DWPP in Q4 2018 and held it in 7 quarters. The position peaked at $53K in Q4 2019. 17 funds tracked by Wall St. Rank hold DWPP as of Q3 2020.

Concourse Financial Group Securities reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q3 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 227 First Trust Dorsey Wright People's Portfolio ETF shares in Q3 2020, an estimated $5.75K.
Concourse Financial Group Securities first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q4 2018 and held it in 7 quarters.
Concourse Financial Group Securities's First Trust Dorsey Wright People's Portfolio ETF position peaked at $53K in Q4 2019.
17 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q3 2020.

Based on Concourse Financial Group Securities's 13F filing for Q3 2020, filed 13 Nov 2020.