Stratos Wealth Partners’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Stratos Wealth Partners’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	-3,089	Closed	-$139K	–	1224
2018 Q3	$139K	Buy	+3,089	New	+$141K	0.01%	988
2018 Q2	–	Sell	-3,091	Closed	-$135K	–	1361
2018 Q1	$135K	Hold	3,091	–	–	0.01%	1048
2017 Q4	$141K	Buy	+3,091	New	+$141K	0.01%	1014

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

Stratos Wealth Partners's DTRE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q4 2018, closing a stake of 3,089 shares — an estimated $139K sold.

Stratos Wealth Partners first reported a position in DTRE in Q4 2017 and held it in 3 quarters. The position peaked at $141K in Q4 2017. 25 funds tracked by Wall St. Rank hold DTRE as of Q4 2018.

Stratos Wealth Partners reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 3,089 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q4 2018, an estimated $139K.
Stratos Wealth Partners first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $141K in Q4 2017.
25 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.