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DTRE - ETF AI Analysis

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DTRE

First Trust Alerian Disruptive Technology Real Estate ETF (DTRE)

Rating:65Neutral
Price Target:
DTRE’s rating suggests it is a solid but not top-tier ETF, supported by strong core holdings like Prologis, Segro, and Eastgroup Properties, which show robust financial performance, positive earnings calls, and generally stable technical trends. However, weaker names such as Crown Castle, Lineage, and Americold, which face profitability issues, bearish technical signals, and operational challenges, weigh on the overall score. The main risk factor is the fund’s focus on disruptive technology real estate, which concentrates exposure in a niche segment that can be sensitive to valuation and sector-specific headwinds.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past month and year-to-date, indicating positive recent momentum.
Leading Data Center and Logistics REITs
Several top holdings like Digital Realty, Equinix, Prologis, and SBA Communications have delivered strong year-to-date performance, helping drive the fund’s returns.
Global Real Estate Exposure
Holdings across the U.S., UK, Singapore, Japan, and Canada provide some international diversification within the real estate sector.
Negative Factors
High Sector Concentration
With the vast majority of assets in real estate, the fund is heavily exposed to downturns in this single sector.
Mixed Performance Among Top Holdings
Some major positions such as Crown Castle, Rexford Industrial Realty, and Americold Realty have shown weak year-to-date performance, which can drag on overall returns.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.

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

DTRE Summary

DTRE is an ETF that follows the Alerian Disruptive Technology Real Estate Index, focusing on real estate companies that benefit from modern technology. It mainly holds owners of data centers, cell towers, and high-tech warehouses that support the digital economy and e-commerce. Well-known holdings include Digital Realty and Equinix, both major data center operators. Someone might invest in DTRE to seek growth from the increasing need for data, cloud services, and logistics while still investing in real estate. A key risk is that it is heavily concentrated in tech-related real estate, so its price can rise or fall sharply with that niche market.
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 heavily tilted toward tech-driven real estate, with data-center giants Equinix and Digital Realty doing much of the heavy lifting as their shares keep climbing on the back of cloud and AI demand. Industrial landlords like Prologis and Eastgroup are also steadily pulling their weight, helped by e-commerce and logistics growth. On the flip side, tower names such as American Tower and Crown Castle have been losing steam, acting as a bit of a drag. While the fund is globally diversified, it’s still very much a bet on digital infrastructure and modern logistics real estate.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Equinix6.77%$949.62K$107.72B25.39%
73
Outperform
Prologis6.58%$922.42K$133.80B34.26%
76
Outperform
Digital Realty6.40%$897.00K$66.12B10.26%
69
Neutral
American Tower6.09%$854.33K$82.02B-20.39%
71
Outperform
Crown Castle5.86%$822.12K$35.81B-18.93%
45
Neutral
Americold Realty5.50%$770.39K$4.01B-17.48%
54
Neutral
SBA Communications5.42%$759.13K$19.82B-19.87%
67
Neutral
Segro plc (REIT)5.16%$722.67K£10.01B7.79%
75
Outperform
Lineage, Inc.4.71%$660.64K$9.42B-9.19%
54
Neutral
Eastgroup Properties4.41%$618.53K$10.75B17.13%
78
Outperform

DTRE Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
42.17
Negative
100DMA
41.34
Positive
200DMA
40.15
Positive
Market Momentum
MACD
-0.05
Positive
RSI
44.27
Neutral
STOCH
43.70
Neutral
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 42.05, equal to the 50-day MA of 42.17, and equal to the 200-day MA of 40.15, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 44.27 is Neutral, neither overbought nor oversold. The STOCH value of 43.70 is Neutral, 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
$14.47M0.60%
65
Neutral
$45.97M0.50%
58
Neutral
$45.86M0.80%
70
Neutral
$45.07M0.65%
69
Neutral
$16.92M0.57%
71
Outperform
$16.31M0.58%
59
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DTRE
First Trust Alerian Disruptive Technology Real Estate ETF
41.64
2.85
7.35%
FMED
Fidelity Disruptive Medicine ETF
BCFN
Baron Financials ETF
NBET
Neuberger Berman Energy Transition & Infrastructure Etf
FPRO
Fidelity Real Estate Investment ETF
WTRE
WisdomTree New Economy Real Estate Fund
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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