MWM
DTRE icon

MBE Wealth Management’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-96
Closed -$3K – 171
2020
Q1 		$3K Buy
+96
New +$4.32K ﹤0.01% 420

Other funds holding DTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

MBE Wealth Management's DTRE Position: Q2 2020 in Review

MBE Wealth Management sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q2 2020, closing a stake of 96 shares — an estimated $3K sold.

MBE Wealth Management first reported a position in DTRE in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 23 funds tracked by Wall St. Rank hold DTRE as of Q2 2020.

  • MBE Wealth Management reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 96 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q2 2020, an estimated $3K.
  • MBE Wealth Management first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $3K in Q1 2020.
  • 23 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.