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Money Concepts Capital’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Money Concepts Capital’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
-333
Closed -$13K – 1111
2022
Q4 		$13K Buy
+333
New +$12.9K ﹤0.01% 1884
2022
Q2 		– Sell
-83
Closed -$4K – 1731
2022
Q1 		$4K Buy
+83
New +$4.21K ﹤0.01% 2266

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

Money Concepts Capital's DTRE Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q1 2023, closing a stake of 333 shares — an estimated $13K sold.

Money Concepts Capital first reported a position in DTRE in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q4 2022. 20 funds tracked by Wall St. Rank hold DTRE as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 333 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q1 2023, an estimated $13K.
  • Money Concepts Capital first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $13K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.