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

Northwest 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
2018
Q2 		– Sell
-1,100
Closed -$48K – 519
2018
Q1 		$48K Buy
+1,100
New +$48.2K 0.04% 218

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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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northwest Wealth Management's DTRE Position: Q2 2018 in Review

Northwest Wealth Management sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q2 2018, closing a stake of 1,100 shares — an estimated $48K sold.

Northwest Wealth Management first reported a position in DTRE in Q1 2018 and held it in 1 quarter. The position peaked at $48K in Q1 2018. 32 funds tracked by Wall St. Rank hold DTRE as of Q2 2018.

  • Northwest Wealth Management reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Northwest Wealth Management sold 1,100 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q2 2018, an estimated $48K.
  • Northwest Wealth Management first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q1 2018 and held it in 1 quarter.
  • Northwest Wealth Management's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $48K in Q1 2018.
  • 32 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q2 2018.

Based on Northwest Wealth Management's 13F filing for Q2 2018, filed 10 Jul 2018.