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

NewEdge 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
2018
Q1 		– Sell
-6,848
Closed -$312K – 498
2017
Q4 		$312K Buy
+6,848
New +$311K 0.04% 309

Other funds holding DTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's DTRE Position: Q1 2018 in Review

NewEdge Advisors sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q1 2018, closing a stake of 6,848 shares — an estimated $312K sold.

NewEdge Advisors first reported a position in DTRE in Q4 2017 and held it in 1 quarter. The position peaked at $312K in Q4 2017. 32 funds tracked by Wall St. Rank hold DTRE as of Q1 2018.

  • NewEdge Advisors reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • NewEdge Advisors sold 6,848 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q1 2018, an estimated $312K.
  • NewEdge Advisors first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q4 2017 and held it in 1 quarter.
  • NewEdge Advisors's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $312K in Q4 2017.
  • 32 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q1 2018.

Based on NewEdge Advisors's 13F filing for Q1 2018, filed 11 May 2018.