First Trust Direct Indexing’s Duke Realty Corp. DRE Stock Holding History

First Trust Direct Indexing’s Portfolio DRE Stock Details DRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,527	Closed	-$315K	–	715
2022 Q3	$315K	Buy	6,527 +697	+12%	+$40.8K	0.05%	454
2022 Q2	$320K	Buy	5,830 +220	+4%	+$12K	0.04%	454
2022 Q1	$326K	Buy	5,610 +893	+19%	+$50.6K	0.04%	478
2021 Q4	$310K	Hold	4,717	–	–	0.04%	486
2021 Q3	$226K	Buy	+4,717	New	+$238K	0.03%	556

Other funds holding DRE

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

First Trust Direct Indexing's DRE Position: Q4 2022 in Review

First Trust Direct Indexing sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 6,527 shares — an estimated $315K sold.

First Trust Direct Indexing first reported a position in DRE in Q3 2021 and held it in 5 quarters. The position peaked at $326K in Q1 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

First Trust Direct Indexing reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
First Trust Direct Indexing sold 6,527 Duke Realty Corp. shares in Q4 2022, an estimated $315K.
First Trust Direct Indexing first reported a position in Duke Realty Corp. in Q3 2021 and held it in 5 quarters.
First Trust Direct Indexing's Duke Realty Corp. position peaked at $326K in Q1 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on First Trust Direct Indexing's 13F filing for Q4 2022, filed 20 Jan 2023.