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First Trust Alerian Disruptive Technology Real Estate ETF
DTRE

Overview Fund Activity

26 hedge funds and large institutions have $40.4M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$9.33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.97M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.32M
4
U
UBS
Switzerland
$1.53M
5
Morgan Stanley
Morgan Stanley
New York
$6.28M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
$266K
2
PI
Placemark Investments
Illinois
$284K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.33M +$2.58M +59,387 +38%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.97M +$1.7M +38,999 +27%
Morgan Stanley
3
Morgan Stanley
New York
$6.28M +$283K +6,505 +5%
JCM
4
Janney Capital Management
Pennsylvania
$3.18M +$12.7K +292 +0.4%
Wells Fargo
5
Wells Fargo
California
$2.52M +$220K +5,054 +10%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.32M +$533K +12,239 +30%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.22M +$260K +5,973 +13%
LPL Financial
8
LPL Financial
California
$1.98M +$207K +4,763 +12%
U
9
UBS
Switzerland
$1.53M +$307K +7,049 +25%
VFS
10
VSR Financial Services
Kansas
$817K +$98.6K +2,266 +14%
Stifel Financial
11
Stifel Financial
Missouri
$485K +$26.1K +600 +6%
CPS
12
Counsel Portfolio Services
Ontario, Canada
$451K – – –
PAM
13
Panagora Asset Management
Massachusetts
$451K – – –
PI
14
Placemark Investments
Illinois
$284K -$22K -508 -7%
PVH
15
Psagot Value Holdings
Israel
$266K -$28.4K -651 -10%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$128K – – –
Ameriprise
17
Ameriprise
Minnesota
$34K +$34K +775 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$30K – – –
LNB
19
Ledyard National Bank
$26K – – –
AIG
20
American International Group
New York
$12.1K – – –
JIR
21
James Investment Research
Ohio
$12K – – –
GSC
22
Ground Swell Capital
South Carolina
$9K +$9K +205 New
Deutsche Bank
23
Deutsche Bank
Germany
$6K – – –
TIM
24
Tortoise Investment Management
New York
$5K – – –
MFS
25
MSI Financial Services
Massachusetts
$5K +$302 +7 +6%
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