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

Creative Financial Designs’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
2017 Q2	–	Sell	-44	Closed	-$2K	–	774
2017 Q1	$2K	Sell	44 -322	-88%	-$13.9K	﹤0.01%	586
2016 Q4	$15K	Buy	+366	New	+$15.7K	0.01%	346

Other funds holding DTRE

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Financial Designs's DTRE Position: Q2 2017 in Review

Creative Financial Designs sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q2 2017, closing a stake of 44 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in DTRE in Q4 2016 and held it in 2 quarters. The position peaked at $15K in Q4 2016. 33 funds tracked by Wall St. Rank hold DTRE as of Q2 2017.

Creative Financial Designs reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q2 2017 after selling out during the quarter.
Creative Financial Designs sold 44 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q2 2017, an estimated $2K.
Creative Financial Designs first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q4 2016 and held it in 2 quarters.
Creative Financial Designs's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $15K in Q4 2016.
33 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q2 2017.

Based on Creative Financial Designs's 13F filing for Q2 2017, filed 2 May 2018.