Shares Outstanding. Dorsey, Wright & Associates, LLC (the "Sub-Advisor"), the sub-advisor to the fund, seeks to achieve the fund's investment objective by obtaining short exposure to investment returns of the broad U.S. large-capitalization equity market by engaging in short sales of U.S.-traded equity securities and exchange-traded funds ("ETFs"). Share Class. The DWA Research Platform is designed specifically to help advisors, registered reps and investors like you evolve. If you're looking for an investment approach that has stood the test of time―during both bull and bear markets―and is easy enough to learn, whether you're an expert or aspiring investor, then Point and Figure Charting, Fourth Edition is the book for you. The tactical portfolio tracks the Dorsey Wright Explore portfolio, which selects twelve asset categories that historically provide high income. The fund will normally invest at least 80% of its total assets (including investment borrowings) in the common stocks or an exchange-traded fund ("ETF") that comprise the … An up-to-date look at point and figure charting from one of the foremost authorities in the field. Inception Date. He has been with First Trust Advisors L.P. since 2001 and he is a Portfolio Manager and Senior Vice President. The ETF’s portfolio is split into two equally-weighted categories, a Core Portfolio and a Dorsey Wright Explore Portfolio. N/A. The Dorsey Wright Explore Portfolio consists of an allocation to ETFs in various U.S. asset categories that have historically provided high levels of income, using a tactical asset allocation methodology developed in consultation with Nasdaq Dorsey Wright Investment Mar 05, 2014. A long-time reader asked that we examine the performance and process associated with the Dorsey Wright Focus Five ETF (ticker: FV). Are you Ready to Gain a Competitive Edge? Browse our guide to explore. The Nasdaq Dorsey Wright Explore Portfolio component of the Nasdaq 7HANDL Index employs a 100 percent rules-based proprietary tactical asset … The Core Portfolio includes a long-term focus with a 70% tilt toward U.S. aggregate fixed-income assets and 30% in U.S. large-cap equities. WHAT IS 7HANDL TE % TARETED DTRT ETF Well-Diversified, Multi-Asset Portfolio The first half is a tactical allocation index for high levels of current income called the Dorsey Wright Explore Portfolio. Fund Family Name. 57550002. Dorsey Wright The index consists of ETFs that are split into two equally-weighted categories, a Core Portfolio and a Dorsey Wright Explore Portfolio, creating a well-diversified, multi-asset portfolio of relatively low-cost exchange-traded funds (“ETFs”). First Trust. ... First Trust Dorsey Wright Focus 5 ETF. The investment seeks results that correspond generally to an index called the Nasdaq Dorsey Wright People's Portfolio Index. 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