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First Trust Alerian Disruptive Technology Real Estate ETF

15 hedge funds and large institutions have $4.56M invested in First Trust Alerian Disruptive Technology Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.54% less ownership

Funds ownership: 30.09%27.55% (-2.5%)

12% less funds holding

Funds holding: 1715 (-2)

22% less capital invested

Capital invested by funds: $5.85M → $4.56M (-$1.29M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$1.94M +$978K +23,758 +85%
TC
2
TAP Consulting
Missouri
$916K -$532K -12,925 -35%
Raymond James Financial
3
Raymond James Financial
Florida
$372K +$407K +9,890 New
VF
4
Virtu Financial
New York
$339K -$80.1K -1,946 -18%
Jane Street
5
Jane Street
New York
$252K -$386K -9,372 -58%
Morgan Stanley
6
Morgan Stanley
New York
$213K -$9.06K -220 -4%
ANBT
7
American National Bank & Trust
Texas
$208K +$108K +2,622 +90%
UBS Group
8
UBS Group
Switzerland
$104K +$111K +2,704 +4,036%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$87K +$2.72K +66 +3%
US Bancorp
10
US Bancorp
Minnesota
$60.2K
DF
11
Dunhill Financial
United Kingdom
$32K +$35K +850 New
Osaic Holdings
12
Osaic Holdings
Arizona
$24.8K -$2.47K -60 -8%
GRP
13
Global Retirement Partners
California
$7.89K -$53.3K -1,295 -86%
CA
14
CoreCap Advisors
Michigan
$3.31K
Wells Fargo
15
Wells Fargo
California
$29 +$41 +1 New
LPL Financial
16
LPL Financial
California
-$255K -5,773 Closed
Mariner
17
Mariner
Kansas
-$214K -4,842 Closed
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
-$202K -4,578 Closed
NS
19
NBC Securities
Alabama
-$36K -824 Closed

DTRE Hedge Fund Activity: Q4 2024 in Review

15 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) for Q4 2024, worth a combined $4.56M — down 22% from $5.85M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DTRE and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, adding an estimated $978K. The largest seller was TAP Consulting, cutting an estimated $532K.

  • 15 institutional investors held First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) as of Q4 2024, down from 17 in Q3 2024.
  • Funds reported $4.56M of First Trust Alerian Disruptive Technology Real Estate ETF stock for Q4 2024, down 22% quarter-over-quarter.
  • 3 funds opened new First Trust Alerian Disruptive Technology Real Estate ETF positions in Q4 2024 and 4 closed out, a net change of -1 holder.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF buyer in Q4 2024 was Citadel Advisors, an estimated $978K added.
  • The largest First Trust Alerian Disruptive Technology Real Estate ETF seller in Q4 2024 was TAP Consulting, an estimated $532K sold.

Based on aggregated 13F filings for Q4 2024.