tru Independence’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-222	Closed	-$10	–	406
2020 Q4	$10	Buy	+222	New	+$9.19K	﹤0.01%	579
2020 Q3	–	Sell	-222	Closed	-$8	–	465
2020 Q2	$8	Buy	222 +2	+0.9%	+$74	﹤0.01%	629
2020 Q1	$8	Hold	220	–	–	﹤0.01%	459
2019 Q4	$8K	Buy	+220	New	+$10.9K	﹤0.01%	591

Other funds holding DTRE

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

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

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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

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

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

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

tru Independence's DTRE Position: Q1 2021 in Review

tru Independence sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q1 2021, closing a stake of 222 shares — an estimated $10 sold.

tru Independence first reported a position in DTRE in Q4 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 22 funds tracked by Wall St. Rank hold DTRE as of Q1 2021.

tru Independence reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q1 2021 after selling out during the quarter.
tru Independence sold 222 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q1 2021, an estimated $10.
tru Independence first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q4 2019 and held it in 4 quarters.
tru Independence's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $8K in Q4 2019.
22 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.