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Get Institutions for : 
Alps Sector Dividend Dogs (SDOG)  
$53.41 0.34 (0.64%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 126    3
Total shares held : 
7,160,504  
% of shares held : 
30.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -14  
Amount of shares held : 
-515,197  
% of shares held change : 
  -2.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$51.84  
Last Quarter's Ending Price : 
$53.95  
Last Quarter's Average Price
$51.61  
Change from last quarter's     
avg. price to the last closing  : 
1.80 (3.48%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 150,433
 2.1%
 
Increased Positions :
34
 228,039
 3.18%
 
Unchanged Positions :
37
 121,498
 1.7%
 
Decreased Positions :
45
-818,074
-11.42%
 
Closed Positions :
13
-75,595
-1.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 1048 - 2024-03-31 295,091 $15,920,000 69,883
   GOLDMAN SACHS GROUP INC/ 2595 - 2024-03-31 87,587 $4,725,000 87,587
   Dynamic Advisors Solutions LLC 200 - 2024-03-31 69,065 $3,726,000 6,135
   Cetera Investment Advisers 1377 - 2024-03-31 47,505 $2,563,000 28,720
   Laurel Wealth Advisors Inc. 123 - 2022-12-31 36,422 $1,874,000 67
   Apollon Wealth Management LLC 314 - 2024-03-31 33,843 $1,826,000 227
   MONEY CONCEPTS CAPITAL CORP 158 - 2024-03-31 32,637 $1,761,000 1,182
   Steward Partners Investment Advisory LLC 615 - 2024-03-31 32,415 $1,749,000 1,300
   JPL Wealth Management LLC 53 - 2024-03-31 31,835 $1,717,000 3,462
   Kestra Advisory Services LLC 964 - 2024-03-31 30,690 $1,656,000 1,661
   Heartwood Wealth Advisors LLC 43 - 2024-03-31 27,195 $1,467,000 5,313
   GATEWAY ADVISORY, LLC 45 - 2024-03-31 24,002 $1,295,000 680
   MML INVESTORS SERVICES LLC 1282 - 2024-03-31 23,137 $1,248,000 486
   MULTIFINANCIAL SECURITIES CORP 1052 - 2024-03-31 22,772 $1,229,000 7,098
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2629 - 2024-03-31 17,518 $945,000 4,085
   MADDEN ADVISORY SERVICES, INC. 46 - 2024-03-31 16,476 $889,000 2
   Wealthcare Advisory Partners LLC 397 - 2024-03-31 16,223 $875,000 570
   CREATIVE PLANNING 1435 - 2024-03-31 15,818 $853,000 818
   Bickling Financial Services Inc. 47 - 2022-12-31 14,116 $726,000 133
   PROSPERA FINANCIAL SERVICES 595 - 2023-12-31 11,884 $609,000 1,415
   TOCQUEVILLE ASSET MANAGEMENT LP 385 - 2024-03-31 11,170 $603,000 805
   PFG Investments LLC 469 - 2024-03-31 10,831 $584,000 5,803
   J P MORGAN CHASE & CO 3752 - 2024-03-31 8,850 $478,000 800
   Strategic Financial Concepts LLC 177 - 2024-03-31 8,350 $450,000 8,350
   ENVESTNET ASSET MANAGEMENT INC 3500 - 2024-03-31 8,043 $434,000 658
   Ironsides Asset Advisors LLC 46 - 2024-03-31 7,961 $430,000 3,611
   HARBOUR INVESTMENTS INC. 598 - 2023-12-31 8,034 $412,000 1,839
   SWEENEY & MICHEL LLC 79 - 2024-03-31 7,490 $406,000 142
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 479 - 2024-03-31 7,374 $398,000 3
   CAPTRUST FINANCIAL ADVISORS 1608 - 2024-03-31 7,282 $393,000 7
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1723 - 2024-03-31 7,234 $390,000 1,321
   J.W. COLE ADVISORS INC. 612 - 2024-03-31 6,953 $375,000 619
   FMR LLC 2660 - 2024-03-31 6,911 $373,000 550
   HENGEHOLD CAPITAL MANAGEMENT LLC 151 - 2024-03-31 5,501 $297,000 1,571
   Lido Advisors LLC 996 - 2024-03-31 5,293 $286,000 484
   Well Done LLC 162 - 2024-03-31 4,686 $253,000 4
   TOWER RESEARCH CAPITAL LLC 1692 - 2024-03-31 2,381 $128,000 1,988
   Coastal Investment Advisors Inc. 555 - 2024-03-31 935 $50,000 935
   ALBION FINANCIAL GROUP /UT 230 - 2024-03-31 842 $45,000 9

  39 Records found
  1    
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