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DTRE - ETF AI Analysis

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DTRE

First Trust Alerian Disruptive Technology Real Estate ETF (DTRE)

Rating:66Neutral
Price Target:
DTRE’s rating suggests it is a solid but not top-tier ETF, supported by strong holdings in high-quality real estate names like Prologis, Eastgroup Properties, and Terreno Realty, which benefit from robust financial performance, positive earnings calls, and generally supportive technical trends. These strengths are partly offset by weaker exposure to Crown Castle, where declining revenue, negative profitability, and high leverage weigh on the fund. The main risk factor is the ETF’s concentration in a single sector—real estate and related infrastructure—making it sensitive to property market and interest rate conditions.
Positive Factors
Leading Real Estate Technology Names
The ETF’s largest positions include well-known data center, tower, and industrial REITs that have generally shown solid year-to-date performance, helping support the fund’s returns.
Global Real Estate Exposure
Holdings spread across the U.S., Singapore, the UK, and Japan provide some geographic diversification instead of relying on a single country.
Recent Short-Term Momentum
The fund has shown positive performance over the past month, suggesting improving short-term momentum despite a weaker recent three-month stretch.
Negative Factors
High Sector Concentration
With almost all assets in real estate, the ETF is heavily exposed to the ups and downs of a single sector.
Mixed Performance Among Top Holdings
A few of the largest positions have been weak year-to-date, which can drag on overall fund performance if that trend continues.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.

DTRE vs. SPDR S&P 500 ETF (SPY)

DTRE Summary

The First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) tracks the Alerian Disruptive Technology Real Estate Index, focusing on real estate that supports the digital economy. It mainly holds companies that own data centers, cell towers, and modern logistics facilities. Well-known holdings include American Tower and Digital Realty, which provide the backbone for wireless networks and cloud computing. Someone might invest in DTRE to seek growth from technology-driven real estate while still getting diversification across many properties. A key risk is that it is heavily concentrated in one sector, so its price can rise or fall sharply with real estate and tech-related trends.
How much will it cost me?The First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on a specialized niche of real estate influenced by disruptive technology.
What would affect this ETF?DTRE could benefit from increasing demand for data centers, communication towers, and logistics facilities as technology continues to transform real estate. However, rising interest rates or economic slowdowns could negatively impact the fund, as higher borrowing costs and reduced consumer spending may affect real estate values. Global exposure also means the ETF is sensitive to international regulations and economic conditions.

DTRE Top 10 Holdings

DTRE is essentially a bet on tech-powered real estate, with data-center giants Equinix and Digital Realty doing much of the heavy lifting as their shares keep rising on the back of cloud and AI demand. Industrial landlords like Prologis and Terreno are more steady contributors, helped by e-commerce logistics trends but not exactly sprinting higher. The real drag comes from tower names such as Crown Castle and SBA Communications, which have been lagging and acting like a headwind. Overall, it’s a highly concentrated, globally focused real estate play tied to digital infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Equinix8.63%$1.32M$94.24B14.92%
73
Outperform
Digital Realty7.97%$1.22M$59.55B15.24%
69
Neutral
American Tower7.30%$1.11M$82.40B-18.24%
71
Outperform
Prologis7.01%$1.07M$121.78B18.07%
76
Outperform
Crown Castle6.85%$1.05M$35.91B-22.59%
45
Neutral
SBA Communications6.75%$1.03M$18.42B-21.43%
67
Neutral
Terreno Realty4.36%$666.30K$6.29B-3.70%
75
Outperform
Eastgroup Properties4.28%$653.63K$9.76B5.76%
78
Outperform
First Industrial Realty4.16%$635.44K$7.78B6.52%
74
Outperform
Stag Industrial4.15%$634.17K$7.00B7.70%
75
Outperform

DTRE Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
40.76
Negative
100DMA
39.99
Negative
200DMA
39.41
Negative
Market Momentum
MACD
-0.30
Positive
RSI
30.78
Neutral
STOCH
13.27
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DTRE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 41.15, equal to the 50-day MA of 40.76, and equal to the 200-day MA of 39.41, indicating a bearish trend. The MACD of -0.30 indicates Positive momentum. The RSI at 30.78 is Neutral, neither overbought nor oversold. The STOCH value of 13.27 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DTRE.

DTRE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$15.76M0.60%
66
Neutral
$56.65M0.50%
60
Neutral
$46.05M0.80%
71
Outperform
$40.81M0.65%
68
Neutral
$14.68M0.58%
61
Neutral
$14.12M0.57%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DTRE
First Trust Alerian Disruptive Technology Real Estate ETF
39.10
0.78
2.04%
FMED
Fidelity Disruptive Medicine ETF
BCFN
Baron Financials ETF
NBET
Neuberger Berman Energy Transition & Infrastructure Etf
WTRE
WisdomTree New Economy Real Estate Fund
FPRO
Fidelity Real Estate Investment ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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