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First Trust Alerian Disruptive Technology Real Estate ETF
DTRE

Overview Fund Activity

21 hedge funds and large institutions have $16.1M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
12
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.87M
2
Truist Financial
Truist Financial
North Carolina
$1.23M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.51M
4
Morgan Stanley
Morgan Stanley
New York
$926K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$510K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$272K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$475K
3
UBS Group
UBS Group
Switzerland
$0
4
Jane Street
Jane Street
New York
$620K
5
GRP
Global Retirement Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$4.76M +$3.48K +64 +0.1%
Bank of America
2
Bank of America
North Carolina
$2.87M +$889K +16,344 +45%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.51M +$474K +8,723 +46%
Truist Financial
4
Truist Financial
North Carolina
$1.23M +$476K +8,761 +64%
Morgan Stanley
5
Morgan Stanley
New York
$926K +$101K +1,851 +12%
LPL Financial
6
LPL Financial
California
$788K +$13.7K +252 +2%
Stifel Financial
7
Stifel Financial
Missouri
$718K -$31.2K -573 -4%
KA
8
Kovack Advisors
Florida
$659K +$58.4K +1,075 +10%
Jane Street
9
Jane Street
New York
$620K -$62K -1,140 -9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$510K +$95.4K +1,755 +23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$475K -$90.7K -1,667 -16%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$449K -$1.63K -30 -0.4%
Citadel Advisors
13
Citadel Advisors
Florida
$272K -$397K -7,293 -59%
Wells Fargo
14
Wells Fargo
California
$182K +$54 +1 +0%
Osaic Holdings
15
Osaic Holdings
Arizona
$68K +$9.02K +163 +15%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$50K +$328 +6 +0.7%
GWM
17
Geneos Wealth Management
Colorado
$40K – – –
JIR
18
James Investment Research
Ohio
$15K – – –
CA
19
CoreCap Advisors
Michigan
$4K +$4K +78 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$3.45K +$55 +1 +2%
UBS Group
21
UBS Group
Switzerland
– -$71K -1,419 Closed
GRP
22
Global Retirement Partners
California
– -$33K -650 Closed
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
– -$5K -107 Closed