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IFP Advisors’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

IFP Advisors’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
-95
Closed -$4K – 3641
2022
Q4 		$4K Sell
95
-172
-64% -$6.68K ﹤0.01% 3881
2022
Q3 		$12K Hold
267
– – ﹤0.01% 3503
2022
Q2 		$12K Hold
267
– – ﹤0.01% 3246
2022
Q1 		$12K Buy
+267
New +$13.5K ﹤0.01% 3246
2019
Q4 		– Sell
-267
Closed -$13.2K – 2896
2019
Q3 		$13K Buy
+267
New +$12.9K ﹤0.01% 1948
2019
Q1 		$13K Buy
+267
New +$12.2K ﹤0.01% 1497
2018
Q3 		– Sell
-128
Closed -$5.84K – 3868
2018
Q2 		$6K Hold
128
– – ﹤0.01% 3155
2018
Q1 		$6K Hold
128
– – ﹤0.01% 3063
2017
Q4 		$6K Buy
128
+2
+2% +$91 ﹤0.01% 3109
2017
Q3 		$6K Buy
126
+1
+0.8% +$45 ﹤0.01% 3290
2017
Q2 		$6K Hold
125
– – ﹤0.01% 3291
2017
Q1 		$5K Sell
125
-150
-55% -$6.48K ﹤0.01% 3276
2016
Q4 		$12K Hold
275
– – ﹤0.01% 2786
2016
Q3 		$13K Sell
275
-555
-67% -$26K ﹤0.01% 2665
2016
Q2 		$38K Buy
830
+563
+211% +$25.1K ﹤0.01% 1934
2016
Q1 		$13K Buy
267
+57
+27% +$2.35K ﹤0.01% 1497
2015
Q4 		$9K Buy
+210
New +$8.89K ﹤0.01% 2627

Other funds holding DTRE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors's DTRE Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q1 2023, closing a stake of 95 shares — an estimated $4K sold.

IFP Advisors first reported a position in DTRE in Q4 2015 and held it in 17 quarters. The position peaked at $38K in Q2 2016. 20 funds tracked by Wall St. Rank hold DTRE as of Q1 2023.

  • IFP Advisors reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 95 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q1 2023, an estimated $4K.
  • IFP Advisors first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q4 2015 and held it in 17 quarters.
  • IFP Advisors's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $38K in Q2 2016.
  • 20 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.