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Benjamin F. Edwards & Company’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-137
Closed -$7K – 1745
2019
Q4 		$7K Sell
137
-354
-72% -$17.5K ﹤0.01% 1508
2019
Q3 		$24K Buy
491
+145
+42% +$7.02K ﹤0.01% 1136
2019
Q2 		$16K Buy
+346
New +$16.4K ﹤0.01% 1262

Other funds holding DTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Benjamin F. Edwards & Company's DTRE Position: Q1 2020 in Review

Benjamin F. Edwards & Company sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q1 2020, closing a stake of 137 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in DTRE in Q2 2019 and held it in 3 quarters. The position peaked at $24K in Q3 2019. 29 funds tracked by Wall St. Rank hold DTRE as of Q1 2020.

  • Benjamin F. Edwards & Company reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 137 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q1 2020, an estimated $7K.
  • Benjamin F. Edwards & Company first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q2 2019 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $24K in Q3 2019.
  • 29 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q1 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2020, filed 7 May 2020.