Raymond James Financial Services Advisors’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

Raymond James Financial Services Advisors’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
2022 Q3	–	Sell	-42,370	Closed	-$1.17M	–	3439
2022 Q2	$1.17M	Buy	42,370 +167	+0.4%	+$5.03K	﹤0.01%	1733
2022 Q1	$1.41M	Sell	42,203 -1,123	-3%	-$37.1K	﹤0.01%	1720
2021 Q4	$1.54M	Buy	43,326 +1,679	+4%	+$57.7K	﹤0.01%	1703
2021 Q3	$1.35M	Buy	+41,647	New	+$1.38M	﹤0.01%	1744
2020 Q3	–	Sell	-99,035	Closed	-$2.51M	–	3024
2020 Q2	$2.51M	Buy	99,035 +14,436	+17%	+$366K	0.01%	1011
2020 Q1	$2.15M	Sell	84,599 -51,172	-38%	-$1.6M	0.01%	857
2019 Q4	$4.55M	Buy	135,771 +33,819	+33%	+$1.08M	0.01%	759
2019 Q3	$3.17M	Buy	101,952 +37,151	+57%	+$1.15M	0.01%	874
2019 Q2	$2M	Buy	64,801 +34,388	+113%	+$1.04M	0.01%	1109
2019 Q1	$905K	Buy	30,413 +1,059	+4%	+$30.3K	﹤0.01%	1511
2018 Q4	$759K	Buy	+29,354	New	+$824K	﹤0.01%	1412

Other funds holding DWPP

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

LPL Financial San Diego, California $377B AUM 19.32% 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

HGERS

Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

CFD

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

TRCT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial Services Advisors's DWPP Position: Q3 2022 in Review

Raymond James Financial Services Advisors sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q3 2022, closing a stake of 42,370 shares — an estimated $1.17M sold.

Raymond James Financial Services Advisors first reported a position in DWPP in Q4 2018 and held it in 11 quarters. The position peaked at $4.55M in Q4 2019. 9 funds tracked by Wall St. Rank hold DWPP as of Q3 2022.

Raymond James Financial Services Advisors reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q3 2022 after selling out during the quarter.
Raymond James Financial Services Advisors sold 42,370 First Trust Dorsey Wright People's Portfolio ETF shares in Q3 2022, an estimated $1.17M.
Raymond James Financial Services Advisors first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q4 2018 and held it in 11 quarters.
Raymond James Financial Services Advisors's First Trust Dorsey Wright People's Portfolio ETF position peaked at $4.55M in Q4 2019.
9 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q3 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.