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Next Financial Group’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Next Financial Group’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
2019
Q4 		– Sell
-2,334
Closed -$116K – 2393
2019
Q3 		$116K Buy
+2,334
New +$113K 0.01% 858

Other funds holding DTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Next Financial Group's DTRE Position: Q4 2019 in Review

Next Financial Group sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q4 2019, closing a stake of 2,334 shares — an estimated $116K sold.

Next Financial Group first reported a position in DTRE in Q3 2019 and held it in 1 quarter. The position peaked at $116K in Q3 2019. 30 funds tracked by Wall St. Rank hold DTRE as of Q4 2019.

  • Next Financial Group reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 2,334 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q4 2019, an estimated $116K.
  • Next Financial Group first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q3 2019 and held it in 1 quarter.
  • Next Financial Group's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $116K in Q3 2019.
  • 30 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.