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First Trust Alerian Disruptive Technology Real Estate ETF

27 hedge funds and large institutions have $20.7M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

0.99% less ownership

Funds ownership: 42.48%41.48% (-0.99%)

3% less capital invested

Capital invested by funds: $21.3M → $20.7M (-$622K)

10% less funds holding

Funds holding: 3027 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.88M +$805K +16,936 +11%
Ameriprise
2
Ameriprise
Minnesota
$2.37M -$39.3K -827 -2%
Jane Street
3
Jane Street
New York
$1.87M -$802K -16,871 -30%
Bank of America
4
Bank of America
North Carolina
$1.64M +$578K +12,148 +54%
UBS Group
5
UBS Group
Switzerland
$1.46M -$191K -4,009 -12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$934K +$92.1K +1,937 +11%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$838K +$22.2K +467 +3%
Stifel Financial
8
Stifel Financial
Missouri
$636K -$9.98K -210 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$550K -$74.7K -1,572 -12%
RJA
10
Raymond James & Associates
Florida
$453K +$2.57K +54 +0.6%
LPL Financial
11
LPL Financial
California
$417K +$28.4K +598 +7%
Wells Fargo
12
Wells Fargo
California
$403K +$2.57K +54 +0.6%
APP
13
Avantax Planning Partners
Iowa
$353K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$287K +$83.2K +1,751 +41%
Mariner
15
Mariner
Kansas
$230K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$105K -$1.43K -30 -1%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$72K -$25.2K -531 -26%
CAL
18
Capital Advisors Ltd
Ohio
$53K +$52.5K +1,105 New
AG
19
Advisor Group
Arizona
$41K +$3.66K +77 +10%
AA
20
AlphaMark Advisors
Kentucky
$36K -$11.9K -250 -25%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$27K +$143 +3 +0.5%
QCIG
22
Quad-Cities Investment Group
Iowa
$26K
BFEC
23
Benjamin F. Edwards & Company
Missouri
$16K +$16.4K +346 New
JIR
24
James Investment Research
Ohio
$13K
CFGS
25
Concourse Financial Group Securities
Alabama
$13K +$12.7K +267 New

DTRE Hedge Fund Activity: Q2 2019 in Review

27 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q2 2019, worth a combined $20.7M — down 2.9% from $21.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DTRE and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $805K. The largest seller was Jane Street, cutting an estimated $802K.

  • 27 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q2 2019, down from 30 in Q1 2019.
  • Funds reported $20.7M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 3 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q2 2019 and 5 closed out, a net change of -2 holders.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q2 2019 was Morgan Stanley, an estimated $805K added.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q2 2019 was Jane Street, an estimated $802K sold.

Based on aggregated 13F filings for Q2 2019.