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First Trust Alerian Disruptive Technology Real Estate ETF
DTRE

Overview Fund Activity

23 hedge funds and large institutions have $13.6M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$692K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$952K
3
Jane Street
Jane Street
New York
$629K
4
Citadel Advisors
Citadel Advisors
Florida
$617K
5
Morgan Stanley
Morgan Stanley
New York
$762K

Top Sellers

1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$0
2
LPL Financial
LPL Financial
California
$714K
3
UBS Group
UBS Group
Switzerland
$71K
4
Citigroup
Citigroup
New York
$0
5
Stifel Financial
Stifel Financial
Missouri
$691K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$4.39M +$22.3K +444 +0.5%
Bank of America
2
Bank of America
North Carolina
$1.83M +$13.8K +276 +0.8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$952K +$661K +13,181 +227%
Morgan Stanley
4
Morgan Stanley
New York
$762K +$255K +5,075 +50%
LPL Financial
5
LPL Financial
California
$714K -$339K -6,756 -32%
Truist Financial
6
Truist Financial
North Carolina
$692K +$692K +13,796 New
Stifel Financial
7
Stifel Financial
Missouri
$691K -$54.2K -1,081 -7%
Jane Street
8
Jane Street
New York
$629K +$629K +12,539 New
Citadel Advisors
9
Citadel Advisors
Florida
$617K +$617K +12,294 New
KA
10
Kovack Advisors
Florida
$555K +$47.4K +944 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$521K +$68.9K +1,375 +15%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$415K -$5.96K -119 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$383K +$74.7K +1,488 +24%
Wells Fargo
14
Wells Fargo
California
$168K +$6.46K +129 +4%
UBS Group
15
UBS Group
Switzerland
$71K -$269K -5,373 -79%
Osaic Holdings
16
Osaic Holdings
Arizona
$53K +$1.44K +29 +3%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$46K +$46K +908 New
GWM
18
Geneos Wealth Management
Colorado
$37K – – –
GRP
19
Global Retirement Partners
California
$33K +$33K +650 New
JIR
20
James Investment Research
Ohio
$14K – – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$5K -$11.6K -248 -70%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$3.12K +$3.12K +62 New
HI
23
Harbour Investments
Wisconsin
$1K – – –
Bank Julius Baer & Co
24
Bank Julius Baer & Co
Switzerland
– -$698K -13,676 Closed
Citigroup
25
Citigroup
New York
– -$221K -4,318 Closed