Avantax Planning Partners’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Avantax Planning Partners’s Portfolio DTRE Stock Details DTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-6,441	Closed	-$249K	–	297
2020 Q3	$249K	Hold	6,441	–	–	0.01%	254
2020 Q2	$244K	Hold	6,441	–	–	0.01%	242
2020 Q1	$223K	Hold	6,441	–	–	0.02%	242
2019 Q4	$313K	Hold	6,441	–	–	0.02%	228
2019 Q3	$319K	Sell	6,441 -823	-11%	-$39.8K	0.02%	223
2019 Q2	$353K	Hold	7,264	–	–	0.02%	211
2019 Q1	$348K	Hold	7,264	–	–	0.02%	213
2018 Q4	$304K	Sell	7,264 -467	-6%	-$20.5K	0.02%	200
2018 Q3	$347K	Sell	7,731 -590	-7%	-$26.9K	0.03%	180
2018 Q2	$377K	Sell	8,321 -231	-3%	-$10.3K	0.03%	156
2018 Q1	$373K	Sell	8,552 -1,643	-16%	-$72K	0.03%	203
2017 Q4	$464K	Sell	10,195 -4,842	-32%	-$220K	0.04%	177
2017 Q3	$678K	Hold	15,037	–	–	0.05%	162
2017 Q2	$666K	Sell	15,037 -274	-2%	-$12.2K	0.06%	155
2017 Q1	$666K	Sell	15,311 -42,617	-74%	-$1.84M	0.06%	151
2016 Q4	$2.45M	Buy	+57,928	New	+$2.48M	0.26%	35

Other funds holding DTRE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's DTRE Position: Q4 2020 in Review

Avantax Planning Partners sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q4 2020, closing a stake of 6,441 shares — an estimated $249K sold.

Avantax Planning Partners first reported a position in DTRE in Q4 2016 and held it in 16 quarters. The position peaked at $2.45M in Q4 2016. 21 funds tracked by Wall St. Rank hold DTRE as of Q4 2020.

Avantax Planning Partners reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Avantax Planning Partners sold 6,441 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q4 2020, an estimated $249K.
Avantax Planning Partners first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q4 2016 and held it in 16 quarters.
Avantax Planning Partners's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $2.45M in Q4 2016.
21 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q4 2020.

Based on Avantax Planning Partners's 13F filing for Q4 2020, filed 4 Feb 2021.