FTUS
DWFI

Flow Traders U.S.’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Flow Traders U.S.’s Portfolio DWFI Stock Details DWFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-9,626
Closed -$224K – 669
2020
Q2 		$224K Buy
+9,626
New +$218K 0.02% 390
2019
Q4 		– Sell
-12,520
Closed -$295K – 430
2019
Q3 		$295K Buy
+12,520
New +$294K 0.02% 291

Other funds holding DWFI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Flow Traders U.S.'s DWFI Position: Q3 2020 in Review

Flow Traders U.S. sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q3 2020, closing a stake of 9,626 shares — an estimated $224K sold.

Flow Traders U.S. first reported a position in DWFI in Q3 2019 and held it in 2 quarters. The position peaked at $295K in Q3 2019. 23 funds tracked by Wall St. Rank hold DWFI as of Q3 2020.

  • Flow Traders U.S. reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Flow Traders U.S. sold 9,626 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q3 2020, an estimated $224K.
  • Flow Traders U.S. first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q3 2019 and held it in 2 quarters.
  • Flow Traders U.S.'s SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $295K in Q3 2019.
  • 23 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q3 2020.

Based on Flow Traders U.S.'s 13F filing for Q3 2020, filed 16 Nov 2020.