DWPP

First Trust Dorsey Wright People's Portfolio ETF
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77
*Unless otherwise stated, data provided by FactSet.

DWPP Fund Description

DWPP tracks an index that provides exposure to either US large-cap stocks or T-bills based on a daily measure of relative strength.

DWPP Factset Analytics Insight

DWPP attempts to limit exposure to downturns in US equities while providing exposure to large-cap stocks when they are performing well. The underlying index is based on a measure of relative strength which dictates holding one of the three possible positions: all the component securities of the Nasdaq US 500 Large-Cap Index, all component securities of the Nasdaq US 500 Large-Cap Equal Weight Index, or all component in the Nasdaq US T-bill index. The closing prices of the two equity indexes are compared on a daily basis. The equity index that exhibits the best relative strength is then compared to the T-bill index. In essences, the winner of this daily arm wrestling match between large-cap equities (either market cap or equal weighted) versus T-bills dictates the exposure DWPP. The fund is less complex, but in line on expenses, with Pacer Trendpilot 750 ETF, ticker PTLC.Prior to 18 Aug 2017, the fund provided a different investment strategy and exposure via First Trust CBOE S&P 500 VIX Tail Hedge Fund, ticker VIXH.

DWPP MSCI ESG Analytics Insight

First Trust Dorsey Wright People's Portfolio ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.86 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. First Trust Dorsey Wright People's Portfolio ETF ranks in the 38th percentile within its peer group and in the 0th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

DWPP Charts And Performance

Price Chart ($)
Total Return Chart (%)
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  • 1 Year
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Select ETFs to compare their performance:
PERFORMANCE [as of 09/13/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
DWPP 4.62% 4.20% 22.75% 4.96% 11.21% 6.94% --
DWPP (NAV) 3.10% 3.73% 22.16% 4.65% 11.14% 6.99% --
MSCI USA Large Cap Index 2.86% 4.63% 21.59% 5.96% 14.82% 11.12% 13.48%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

DWPP Summary Data

First Trust
08/30/12
Open-Ended Fund
0.60%
$56.80M
$288.73K
0.33%

DWPP Portfolio Data

$52.59B
25.57
2.84
1.08%
09/25/19
495

DWPP Index Data

Fixed
Momentum
MSCI USA Large Cap Index

DWPP Portfolio Management

0.60%
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--
--

DWPP Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

DWPP Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
Medium
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

DWPP Factset Analytics Block Liquidity

As of 09/16/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of DWPP. DWPP is rated a 5 out of 5.

DWPP Tradability

9,183
$288.73K
5,637
$189.58K
0.33%
$0.10
0.04%
1.77% / -1.38%
None
100.00%
50,000
0.11
0.10%
0.00%
0
$31.55
5

DWPP Sector/Industry Breakdown


DWPP
Segment Benchmark
19.89%
14.77%
15.91%
29.02%
13.92%
9.15%
13.65%
13.15%
12.18%
14.03%
7.35%
7.74%
5.96%
2.64%
5.59%
5.11%
4.48%
2.10%
1.06%
2.30%

DWPP Countries


DWPP
Segment Benchmark
100.00%
100.00%

DWPP Regions


DWPP
Segment Benchmark
100.00%
100.00%

DWPP Economic Development


DWPP
Segment Benchmark
100.00%
100.00%

DWPP Performance Statistics

0.96
0.94
0.92
0.93
0.22%
MSCI USA Large Cap Index

DWPP MSCI ESG Ratings

BBB
4.86 / 10
--
38.50
7.98%
5.85%
300.29

DWPP Benchmark Comparison Holdings

495
298
284
44.44%

DWPP Benchmark Comparison Summary


DWPP
Segment Benchmark
495
298
$52.59B
$268.77B
25.57
21.93
2.84
3.46
1.90%
1.91%
Low
Low

DWPP Benchmark Comparison Market Cap Size


DWPP
Segment Benchmark
80.25%
99.74%
19.55%
0.26%
0.20%
0.00%
0.00%
0.00%