PS
DTRE icon

Principal Securities’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Principal Securities’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
2024
Q2 		– Sell
-249
Closed -$10.3K – 3420
2024
Q1 		$10.3K Hold
249
– – ﹤0.01% 2320
2023
Q4 		$10.8K Buy
+249
New +$9.78K ﹤0.01% 2205

Other funds holding DTRE

TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Principal Securities's DTRE Position: Q2 2024 in Review

Principal Securities sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q2 2024, closing a stake of 249 shares — an estimated $10.3K sold.

Principal Securities first reported a position in DTRE in Q4 2023 and held it in 2 quarters. The position peaked at $10.8K in Q4 2023. 18 funds tracked by Wall St. Rank hold DTRE as of Q2 2024.

  • Principal Securities reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Principal Securities sold 249 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q2 2024, an estimated $10.3K.
  • Principal Securities first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Principal Securities's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $10.8K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.