Householder Group Estate & Retirement Specialist’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022 Q4	–	Sell	-25	Closed	–	–	505
2022 Q3	$0	Buy	+25	New	+$1.08K	﹤0.01%	1112

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's DTRE Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q4 2022, closing a stake of 25 shares.

Householder Group Estate & Retirement Specialist first reported a position in DTRE in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 23 funds tracked by Wall St. Rank hold DTRE as of Q4 2022.

Householder Group Estate & Retirement Specialist reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 25 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q4 2022.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q3 2022 and held it in 1 quarter.
Householder Group Estate & Retirement Specialist's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $0 in Q3 2022.
23 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.