FHC
DWIN

First Heartland Consultants’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

First Heartland Consultants’s Portfolio DWIN Stock Details DWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,512
Closed -$275K – 288
2018
Q4 		$275K Buy
11,512
+298
+3% +$7.23K 0.1% 184
2018
Q3 		$281K Sell
11,214
-89
-0.8% -$2.26K 0.09% 198
2018
Q2 		$288K Buy
11,303
+149
+1% +$3.75K 0.1% 190
2018
Q1 		$282K Buy
11,154
+121
+1% +$3.16K 0.08% 216
2017
Q4 		$297K Buy
11,033
+411
+4% +$11.1K 0.09% 214
2017
Q3 		$292K Buy
+10,622
New +$292K 0.07% 270

Other funds holding DWIN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
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
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

First Heartland Consultants's DWIN Position: Q1 2019 in Review

First Heartland Consultants sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q1 2019, closing a stake of 11,512 shares — an estimated $275K sold.

First Heartland Consultants first reported a position in DWIN in Q3 2017 and held it in 6 quarters. The position peaked at $297K in Q4 2017. 25 funds tracked by Wall St. Rank hold DWIN as of Q1 2019.

  • First Heartland Consultants reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q1 2019 after selling out during the quarter.
  • First Heartland Consultants sold 11,512 Invesco DWA Tactical Multi-Asset Income ETF shares in Q1 2019, an estimated $275K.
  • First Heartland Consultants first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q3 2017 and held it in 6 quarters.
  • First Heartland Consultants's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $297K in Q4 2017.
  • 25 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q1 2019.

Based on First Heartland Consultants's 13F filing for Q1 2019, filed 15 May 2019.