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First Trust FTSE EPRA G R E Idx shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of First Trust FTSE EPRA G R E Idx (DTRE) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in First Trust FTSE EPRA G R E Idx

Tip: Access up to 7 years of quarterly data

All positions including First Trust FTSE EPRA G R E Idx held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust FTSE EPRA G R E Idx by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.5k 218 38.97
2025-06-30 $13k 335 38.95

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)
First Trust Smith Unconstrained Bond Etf Etf (UCON)

View all positions for Twin Peaks Wealth Advisors

Top funds holding First Trust FTSE EPRA G R E Idx

Citadel Advisors
Raymond James Financial
Jane Street
Flow Traders US
Virtu Financial
LPL Financial
Susquehanna International
Morgan Stanley
Advisor Group Holdings
Nbc Securities
UBS Group
Royal Bank of Canada
Twin Peaks Wealth Advisors
Global Retirement Partners
Jones Financial Companies, L.L

View all funds holding First Trust FTSE EPRA G R E Idx