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

Pinnacle Family 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
2019 Q2	–	Sell	-6,700	Closed	-$321K	–	78
2019 Q1	$321K	Buy	+6,700	New	+$307K	0.29%	54
2018 Q4	–	Sell	-14,980	Closed	-$673K	–	61
2018 Q3	$673K	Buy	+14,980	New	+$683K	0.36%	41
2018 Q1	–	Sell	-44,550	Closed	-$2.03M	–	65
2017 Q4	$2.03M	Buy	44,550 +21,655	+95%	+$985K	0.93%	30
2017 Q3	$1.03M	Sell	22,895 -17,560	-43%	-$790K	0.49%	42
2017 Q2	$1.79M	Buy	40,455 +1,510	+4%	+$67.1K	1%	25
2017 Q1	$1.69M	Buy	38,945 +21,845	+128%	+$944K	1.05%	16
2016 Q4	$723K	Buy	+17,100	New	+$733K	0.44%	45

Other funds holding DTRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Family Advisors's DTRE Position: Q2 2019 in Review

Pinnacle Family Advisors sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q2 2019, closing a stake of 6,700 shares — an estimated $321K sold.

Pinnacle Family Advisors first reported a position in DTRE in Q4 2016 and held it in 7 quarters. The position peaked at $2.03M in Q4 2017. 27 funds tracked by Wall St. Rank hold DTRE as of Q2 2019.

Pinnacle Family Advisors reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q2 2019 after selling out during the quarter.
Pinnacle Family Advisors sold 6,700 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q2 2019, an estimated $321K.
Pinnacle Family Advisors first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q4 2016 and held it in 7 quarters.
Pinnacle Family Advisors's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $2.03M in Q4 2017.
27 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q2 2019.

Based on Pinnacle Family Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.