LPL Financial’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,875
| Closed | -$366K | – | 4636 |
|
|
2022
Q3 | $366K | Sell |
13,875
-2,801
| -17% | -$82K | ﹤0.01% | 3416 |
|
|
2022
Q2 | $462K | Sell |
16,676
-34,068
| -67% | -$1.03M | ﹤0.01% | 3283 |
|
|
2022
Q1 | $1.7M | Sell |
50,744
-12,609
| -20% | -$416K | ﹤0.01% | 2186 |
|
|
2021
Q4 | $2.25M | Buy |
63,353
+44,617
| +238% | +$1.53M | ﹤0.01% | 2001 |
|
|
2021
Q3 | $606K | Buy |
18,736
+11,794
| +170% | +$391K | ﹤0.01% | 3046 |
|
|
2021
Q2 | $224K | Sell |
6,942
-18,451
| -73% | -$577K | ﹤0.01% | 3825 |
|
|
2021
Q1 | $757K | Sell |
25,393
-6,717
| -21% | -$196K | ﹤0.01% | 2661 |
|
|
2020
Q4 | $903K | Sell |
32,110
-4,281
| -12% | -$115K | ﹤0.01% | 2272 |
|
|
2020
Q3 | $913K | Sell |
36,391
-85,936
| -70% | -$2.18M | ﹤0.01% | 2016 |
|
|
2020
Q2 | $3.1M | Sell |
122,327
-2,161
| -2% | -$54.8K | 0.01% | 1114 |
|
|
2020
Q1 | $3.16M | Buy |
124,488
+38,672
| +45% | +$1.21M | 0.01% | 942 |
|
|
2019
Q4 | $2.87M | Buy |
85,816
+8,185
| +11% | +$262K | 0.01% | 1130 |
|
|
2019
Q3 | $2.41M | Buy |
77,631
+1,147
| +1% | +$35.6K | ﹤0.01% | 1142 |
|
|
2019
Q2 | $2.37M | Sell |
76,484
-2,288
| -3% | -$69.3K | 0.01% | 1159 |
|
|
2019
Q1 | $2.35M | Buy |
78,772
+8,879
| +13% | +$254K | 0.01% | 1110 |
|
|
2018
Q4 | $1.81M | Buy |
69,893
+2,804
| +4% | +$78.7K | ﹤0.01% | 1130 |
|
|
2018
Q3 | $2.04M | Buy |
67,089
+45,781
| +215% | +$1.38M | ﹤0.01% | 1167 |
|
|
2018
Q2 | $619K | Buy |
21,308
+3,145
| +17% | +$90.8K | ﹤0.01% | 2005 |
|
|
2018
Q1 | $518K | Buy |
18,163
+8,552
| +89% | +$250K | ﹤0.01% | 2119 |
|
|
2017
Q4 | $276K | Buy |
+9,611
| New | +$268K | ﹤0.01% | 2572 |
|
LPL Financial's DWPP Position: Q4 2022 in Review
LPL Financial sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q4 2022, closing a stake of 13,875 shares — an estimated $366K sold.
LPL Financial first reported a position in DWPP in Q4 2017 and held it in 20 quarters. The position peaked at $3.16M in Q1 2020. 0 funds tracked by Wall St. Rank hold DWPP as of Q4 2022.
- LPL Financial reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q4 2022 after selling out during the quarter.
- LPL Financial sold 13,875 First Trust Dorsey Wright People's Portfolio ETF shares in Q4 2022, an estimated $366K.
- LPL Financial first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q4 2017 and held it in 20 quarters.
- LPL Financial's First Trust Dorsey Wright People's Portfolio ETF position peaked at $3.16M in Q1 2020.
- 0 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q4 2022.
Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.