Steward Partners Investment Advisory’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-1,500	Closed	-$67K	–	1104
2018 Q3	$67K	Buy	+1,500	New	+$68.4K	﹤0.01%	1076

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Steward Partners Investment Advisory's DTRE Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q4 2018, closing a stake of 1,500 shares — an estimated $67K sold.

Steward Partners Investment Advisory first reported a position in DTRE in Q3 2018 and held it in 1 quarter. The position peaked at $67K in Q3 2018. 25 funds tracked by Wall St. Rank hold DTRE as of Q4 2018.

Steward Partners Investment Advisory reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,500 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q4 2018, an estimated $67K.
Steward Partners Investment Advisory first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q3 2018 and held it in 1 quarter.
Steward Partners Investment Advisory's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $67K in Q3 2018.
25 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.