Next Financial Group’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

Next Financial Group’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 Q4	$8K	Hold	214	–	–	﹤0.01%	2296
2021 Q3	$7K	Hold	214	–	–	﹤0.01%	2176
2021 Q2	$7K	Hold	214	–	–	﹤0.01%	2122
2021 Q1	$6K	Sell	214 -44	-17%	-$1.28K	﹤0.01%	2069
2020 Q4	$7K	Buy	258 +42	+19%	+$1.13K	﹤0.01%	1908
2020 Q3	$5K	Buy	+216	New	+$5.47K	﹤0.01%	1873
2020 Q2	–	Sell	-252	Closed	-$6K	–	2040
2020 Q1	$6K	Sell	252 -428	-63%	-$13.4K	﹤0.01%	1678
2019 Q4	$23K	Sell	680 -1,294	-66%	-$41.5K	﹤0.01%	1488
2019 Q3	$61K	Buy	+1,974	New	+$61.3K	0.01%	1086

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

RJFSA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

TRCT

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

Next Financial Group's DWPP Position: Q4 2021 in Review

Next Financial Group held its First Trust Dorsey Wright People's Portfolio ETF (DWPP) position steady in Q4 2021 at 214 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Next Financial Group first reported a position in DWPP in Q3 2019 and has held it in 9 quarters since. The position peaked at $61K in Q3 2019. 11 funds tracked by Wall St. Rank hold DWPP as of Q4 2021.

Next Financial Group held 214 shares of First Trust Dorsey Wright People's Portfolio ETF worth $8K as of Q4 2021.
Next Financial Group left its First Trust Dorsey Wright People's Portfolio ETF share count unchanged in Q4 2021.
First Trust Dorsey Wright People's Portfolio ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2296 holding.
Next Financial Group first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q3 2019 and has held it in 9 quarters since.
Next Financial Group's First Trust Dorsey Wright People's Portfolio ETF position peaked at $61K in Q3 2019.
11 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.