Financial Advocates Investment Management’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

Financial Advocates Investment Management’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 Q2	–	Sell	-13,071	Closed	-$332K	–	643
2020 Q1	$332K	Buy	13,071 +102	+0.8%	+$3.18K	0.05%	339
2019 Q4	$434K	Sell	12,969 -581	-4%	-$18.6K	0.05%	340
2019 Q3	$421K	Buy	13,550 +5,226	+63%	+$162K	0.05%	325
2019 Q2	$257K	Buy	+8,324	New	+$252K	0.03%	395

Other funds holding DWPP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

CFD

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

RJA

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

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

APA

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

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

Financial Advocates Investment Management's DWPP Position: Q2 2020 in Review

Financial Advocates Investment Management sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q2 2020, closing a stake of 13,071 shares — an estimated $332K sold.

Financial Advocates Investment Management first reported a position in DWPP in Q2 2019 and held it in 4 quarters. The position peaked at $434K in Q4 2019. 21 funds tracked by Wall St. Rank hold DWPP as of Q2 2020.

Financial Advocates Investment Management reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q2 2020 after selling out during the quarter.
Financial Advocates Investment Management sold 13,071 First Trust Dorsey Wright People's Portfolio ETF shares in Q2 2020, an estimated $332K.
Financial Advocates Investment Management first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q2 2019 and held it in 4 quarters.
Financial Advocates Investment Management's First Trust Dorsey Wright People's Portfolio ETF position peaked at $434K in Q4 2019.
21 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q2 2020.

Based on Financial Advocates Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.