Morgan Stanley’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

Morgan Stanley’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
2020 Q4	–	Sell	-360	Closed	-$9K	–	7177
2020 Q3	$9K	Hold	360	–	–	﹤0.01%	6316
2020 Q2	$9K	Hold	360	–	–	﹤0.01%	6198
2020 Q1	$9K	Hold	360	–	–	﹤0.01%	6057
2019 Q4	$12K	Hold	360	–	–	﹤0.01%	6231
2019 Q3	$11K	Hold	360	–	–	﹤0.01%	6181
2019 Q2	$11K	Buy	+360	New	+$10.9K	﹤0.01%	6110

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

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 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

TRCT

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

Morgan Stanley's DWPP Position: Q4 2020 in Review

Morgan Stanley sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q4 2020, closing a stake of 360 shares — an estimated $9K sold.

Morgan Stanley first reported a position in DWPP in Q2 2019 and held it in 6 quarters. The position peaked at $12K in Q4 2019. 13 funds tracked by Wall St. Rank hold DWPP as of Q4 2020.

Morgan Stanley reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q4 2020 after selling out during the quarter.
Morgan Stanley sold 360 First Trust Dorsey Wright People's Portfolio ETF shares in Q4 2020, an estimated $9K.
Morgan Stanley first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q2 2019 and held it in 6 quarters.
Morgan Stanley's First Trust Dorsey Wright People's Portfolio ETF position peaked at $12K in Q4 2019.
13 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q4 2020.

Based on Morgan Stanley's 13F filing for Q4 2020, filed 16 Feb 2021.