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

Riverpoint Wealth Management Holdings’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
2023 Q1	–	Sell	-178	Closed	-$6.93K	–	68
2022 Q4	$6.93K	Buy	+178	New	+$6.92K	﹤0.01%	98

Other funds holding DTRE

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

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Riverpoint Wealth Management Holdings's DTRE Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q1 2023, closing a stake of 178 shares — an estimated $6.93K sold.

Riverpoint Wealth Management Holdings first reported a position in DTRE in Q4 2022 and held it in 1 quarter. The position peaked at $6.93K in Q4 2022. 20 funds tracked by Wall St. Rank hold DTRE as of Q1 2023.

Riverpoint Wealth Management Holdings reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 178 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q1 2023, an estimated $6.93K.
Riverpoint Wealth Management Holdings first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q4 2022 and held it in 1 quarter.
Riverpoint Wealth Management Holdings's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $6.93K in Q4 2022.
20 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.