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Concourse Financial Group Securities’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Concourse Financial Group Securities’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
-267
Closed -$12.9K – 1843
2019
Q2 		$13K Buy
+267
New +$12.7K ﹤0.01% 1399

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

Concourse Financial Group Securities's DTRE Position: Q3 2019 in Review

Concourse Financial Group Securities sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q3 2019, closing a stake of 267 shares — an estimated $12.9K sold.

Concourse Financial Group Securities first reported a position in DTRE in Q2 2019 and held it in 1 quarter. The position peaked at $13K in Q2 2019. 27 funds tracked by Wall St. Rank hold DTRE as of Q3 2019.

  • Concourse Financial Group Securities reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 267 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q3 2019, an estimated $12.9K.
  • Concourse Financial Group Securities first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q2 2019 and held it in 1 quarter.
  • Concourse Financial Group Securities's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $13K 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 Concourse Financial Group Securities's 13F filing for Q3 2019, filed 13 Nov 2019.