SWM
DWPP

Spire Wealth Management’s First Trust Dorsey Wright People's Portfolio ETF DWPP Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-850
Closed -$27K – 2678
2021
Q2 		$27K Buy
850
+1
+0.1% +$31 ﹤0.01% 1762
2021
Q1 		$25K Buy
+849
New +$24.7K ﹤0.01% 2072

Other funds holding DWPP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UBS Group
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
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Spire Wealth Management's DWPP Position: Q3 2021 in Review

Spire Wealth Management sold out of First Trust Dorsey Wright People's Portfolio ETF (DWPP) in Q3 2021, closing a stake of 850 shares — an estimated $27K sold.

Spire Wealth Management first reported a position in DWPP in Q1 2021 and held it in 2 quarters. The position peaked at $27K in Q2 2021. 12 funds tracked by Wall St. Rank hold DWPP as of Q3 2021.

  • Spire Wealth Management reported no remaining First Trust Dorsey Wright People's Portfolio ETF position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 850 First Trust Dorsey Wright People's Portfolio ETF shares in Q3 2021, an estimated $27K.
  • Spire Wealth Management first reported a position in First Trust Dorsey Wright People's Portfolio ETF in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's First Trust Dorsey Wright People's Portfolio ETF position peaked at $27K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held First Trust Dorsey Wright People's Portfolio ETF as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.