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Centaurus Financial’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Centaurus Financial’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
2018
Q3 		– Sell
-84
Closed -$4K – 901
2018
Q2 		$4K Buy
+84
New +$3.74K ﹤0.01% 1848

Other funds holding DTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Centaurus Financial's DTRE Position: Q3 2018 in Review

Centaurus Financial sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q3 2018, closing a stake of 84 shares — an estimated $4K sold.

Centaurus Financial first reported a position in DTRE in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 30 funds tracked by Wall St. Rank hold DTRE as of Q3 2018.

  • Centaurus Financial reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 84 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q3 2018, an estimated $4K.
  • Centaurus Financial first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $4K in Q2 2018.
  • 30 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.