Wagner Wealth Management (South Carolina)’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	–	Sell	-222	Closed	-$10.1K	–	703
2018 Q2	$10K	Hold	222	–	–	0.01%	396
2018 Q1	$10K	Hold	222	–	–	0.01%	370
2017 Q4	$10K	Buy	+222	New	+$10.1K	0.01%	406

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFA

Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DTRE Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q3 2018, closing a stake of 222 shares — an estimated $10.1K sold.

Wagner Wealth Management (South Carolina) first reported a position in DTRE in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 30 funds tracked by Wall St. Rank hold DTRE as of Q3 2018.

Wagner Wealth Management (South Carolina) reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 222 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q3 2018, an estimated $10.1K.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q4 2017 and held it in 3 quarters.
Wagner Wealth Management (South Carolina)'s First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $10K in Q2 2018.
30 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.