Plante Moran Financial Advisors’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Plante Moran Financial 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
2017 Q2	–	Sell	-23	Closed	-$1K	–	848
2017 Q1	$1K	Buy	+23	New	+$994	﹤0.01%	823

Other funds holding DTRE

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

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

RJFSA

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

PFA

Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plante Moran Financial Advisors's DTRE Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q2 2017, closing a stake of 23 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in DTRE in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 33 funds tracked by Wall St. Rank hold DTRE as of Q2 2017.

Plante Moran Financial Advisors reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q2 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 23 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q2 2017, an estimated $1K.
Plante Moran Financial Advisors first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q1 2017 and held it in 1 quarter.
Plante Moran Financial Advisors's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $1K in Q1 2017.
33 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.