Clarus Wealth Advisors’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Clarus Wealth Advisors’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 Q2	–	Sell	-800	Closed	-$38K	–	604
2019 Q1	$38K	Hold	800	–	–	0.03%	335
2018 Q4	$33K	Sell	800 -100	-11%	-$4.38K	0.05%	321
2018 Q3	$40K	Buy	900 +200	+29%	+$9.12K	0.03%	326
2018 Q2	$31K	Buy	+700	New	+$31.2K	0.02%	358

Other funds holding DTRE

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clarus Wealth Advisors's DTRE Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q2 2019, closing a stake of 800 shares — an estimated $38K sold.

Clarus Wealth Advisors first reported a position in DTRE in Q2 2018 and held it in 4 quarters. The position peaked at $40K in Q3 2018. 27 funds tracked by Wall St. Rank hold DTRE as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 800 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q2 2019, an estimated $38K.
Clarus Wealth Advisors first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $40K in Q3 2018.
27 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.