Global Retirement Partners, LLC
PensionPosition in DTRE — First Trust Alerian Disruptive Technology Real Estate ETF
CIK 1749744
San Rafael, CA
Position in DTRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,092
+$536 QoQ
Shares Held
219
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 14 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DTRE Over Time
Shares Held
Position Value (USD)
All Filings in DTRE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,092 | 219 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $8,556 | 217 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,371 | 212 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,454 | 211 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $7,906 | 210 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $66,566 | 1,505 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $108,054 | 2,822 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $104,218 | 2,521 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $108,889 | 2,520 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $95,304 | 2,508 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $100,805 | 2,502 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $100,490 | 2,501 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $97,539 | 2,501 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $92,200 | 2,500 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $80,066 | 1,900 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $98,192 | 1,900 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $32,610 | 650 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||