TPWA
DTRE icon

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
Q2 		– Sell
-218
Closed -$8.5K – 767
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Twin Peaks Wealth Advisors's DTRE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q2 2026, closing a stake of 218 shares — an estimated $8.5K sold.

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

  • Twin Peaks Wealth Advisors reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 218 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q2 2026, an estimated $8.5K.
  • Twin Peaks Wealth Advisors first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q2 2025 and held it in 2 quarters.
  • 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 Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.