Credit Suisse’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Credit Suisse’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
2023 Q1	–	Sell	-5,403	Closed	-$211K	–	3391
2022 Q4	$211K	Sell	5,403 -6,361	-54%	-$247K	﹤0.01%	3165
2022 Q3	$434K	Sell	11,764 -20,173	-63%	-$868K	﹤0.01%	2867
2022 Q2	$1.35M	Buy	31,937 +22,761	+248%	+$1.06M	﹤0.01%	2182
2022 Q1	$474K	Buy	+9,176	New	+$466K	﹤0.01%	3014
2020 Q2	–	Sell	-27,213	Closed	-$941K	–	3994
2020 Q1	$941K	Buy	27,213 +20,970	+336%	+$943K	﹤0.01%	2691
2019 Q4	$303K	Buy	6,243 +1,569	+34%	+$77.6K	﹤0.01%	3817
2019 Q3	$232K	Buy	+4,674	New	+$226K	﹤0.01%	3807
2019 Q2	–	Sell	-8,148	Closed	-$390K	–	4128
2019 Q1	$390K	Buy	+8,148	New	+$373K	﹤0.01%	3470
2018 Q4	–	Sell	-4,815	Closed	-$216K	–	3893
2018 Q3	$216K	Buy	+4,815	New	+$220K	﹤0.01%	3635

Other funds holding DTRE

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

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Credit Suisse's DTRE Position: Q1 2023 in Review

Credit Suisse sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q1 2023, closing a stake of 5,403 shares — an estimated $211K sold.

Credit Suisse first reported a position in DTRE in Q3 2018 and held it in 9 quarters. The position peaked at $1.35M in Q2 2022. 20 funds tracked by Wall St. Rank hold DTRE as of Q1 2023.

Credit Suisse reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 5,403 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q1 2023, an estimated $211K.
Credit Suisse first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q3 2018 and held it in 9 quarters.
Credit Suisse's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $1.35M in Q2 2022.
20 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.