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Capital Advisors Ltd’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Capital Advisors Ltd’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
2019
Q3 		– Sell
-1,105
Closed -$53K – 410
2019
Q2 		$53K Buy
+1,105
New +$52.5K 0.02% 279

Other funds holding DTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Capital Advisors Ltd's DTRE Position: Q3 2019 in Review

Capital Advisors Ltd sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q3 2019, closing a stake of 1,105 shares — an estimated $53K sold.

Capital Advisors Ltd first reported a position in DTRE in Q2 2019 and held it in 1 quarter. The position peaked at $53K in Q2 2019. 27 funds tracked by Wall St. Rank hold DTRE as of Q3 2019.

  • Capital Advisors Ltd reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,105 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q3 2019, an estimated $53K.
  • Capital Advisors Ltd first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q2 2019 and held it in 1 quarter.
  • Capital Advisors Ltd's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $53K in Q2 2019.
  • 27 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q3 2019.

Based on Capital Advisors Ltd's 13F filing for Q3 2019, filed 23 Oct 2019.