Level Four Advisory Services’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

Level Four Advisory Services’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
2021 Q1	–	Sell	-9,478	Closed	-$266K	–	667
2020 Q4	$266K	Sell	9,478 -6,491	-41%	-$174K	0.02%	498
2020 Q3	$401K	Sell	15,969 -2,759	-15%	-$69.9K	0.03%	385
2020 Q2	$476K	Buy	+18,728	New	+$475K	0.04%	372

Other funds holding DWPP

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

RJA

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

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Level Four Advisory Services's DWPP Position: Q1 2021 in Review

Level Four Advisory Services sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q1 2021, closing a stake of 9,478 shares — an estimated $266K sold.

Level Four Advisory Services first reported a position in DWPP in Q2 2020 and held it in 3 quarters. The position peaked at $476K in Q2 2020. 13 funds tracked by Wall St. Rank hold DWPP as of Q1 2021.

Level Four Advisory Services reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q1 2021 after selling out during the quarter.
Level Four Advisory Services sold 9,478 First Trust Dorsey Wright People's Portfolio ETF shares in Q1 2021, an estimated $266K.
Level Four Advisory Services first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q2 2020 and held it in 3 quarters.
Level Four Advisory Services's First Trust Dorsey Wright People's Portfolio ETF position peaked at $476K in Q2 2020.
13 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q1 2021.

Based on Level Four Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.