Twin Peaks Wealth Advisors’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Twin Peaks Wealth Advisors’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
2026 Q1	$8.5K	Buy	+218	New	+$8.82K	﹤0.01%	1144
2025 Q3	–	Sell	-335	Closed	-$13K	–	685
2025 Q2	$13K	Buy	+335	New	+$13.2K	﹤0.01%	795

Other funds holding DTRE

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

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

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Twin Peaks Wealth Advisors's DTRE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q1 2026: 218 shares worth $8.5K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DTRE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DTRE in Q2 2025 and has held it in 2 quarters since. The position peaked at $13K in Q2 2025. 15 funds tracked by Wall St. Rank hold DTRE as of Q1 2026.

Twin Peaks Wealth Advisors held 218 shares of First Trust Alerian Disruptive Technology Real Estate ETF worth $8.5K as of Q1 2026.
First Trust Alerian Disruptive Technology Real Estate ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
First Trust Alerian Disruptive Technology Real Estate ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1144 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $13K in Q2 2025.
15 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.