ML
DWPP

McAdam LLC’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-3
Closed – – 675
2018
Q3 		$0 Hold
3
– – ﹤0.01% 756
2018
Q2 		$0 Hold
3
– – ﹤0.01% 853
2018
Q1 		$0 Buy
+3
New +$88 ﹤0.01% 821

Other funds holding DWPP

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

McAdam LLC's DWPP Position: Q4 2018 in Review

McAdam LLC sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q4 2018, closing a stake of 3 shares.

McAdam LLC first reported a position in DWPP in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 17 funds tracked by Wall St. Rank hold DWPP as of Q4 2018.

  • McAdam LLC reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 3 First Trust Dorsey Wright People's Portfolio ETF shares in Q4 2018.
  • McAdam LLC first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's First Trust Dorsey Wright People's Portfolio ETF position peaked at $0 in Q3 2018.
  • 17 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.