Guardian Wealth Advisors (North Carolina)’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-1,375	Closed	-$49K	–	289
2021 Q4	$49K	Buy	+1,375	New	+$47.3K	0.02%	174

Other funds holding DWPP

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

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

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

RJFSA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Guardian Wealth Advisors (North Carolina)'s DWPP Position: Q1 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q1 2022, closing a stake of 1,375 shares — an estimated $49K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DWPP in Q4 2021 and held it in 1 quarter. The position peaked at $49K in Q4 2021. 10 funds tracked by Wall St. Rank hold DWPP as of Q1 2022.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q1 2022 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,375 First Trust Dorsey Wright People's Portfolio ETF shares in Q1 2022, an estimated $49K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q4 2021 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s First Trust Dorsey Wright People's Portfolio ETF position peaked at $49K in Q4 2021.
10 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q1 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.