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Get Institutions for : 
Alps Sector Dividend Dogs (SDOG)  
$52.78 0.39 (0.73%) as of 4:30 Fri 6/14


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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  : 
1.17 (2.27%)  




 
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
   BANK OF AMERICA CORP /DE/ 1029 - 2024-03-31 1,461,223 $78,833,000 -218,495
   MORGAN STANLEY 1557 - 2024-03-31 1,153,466 $62,230,000 -22,942
   WELLS FARGO & CO/MN 770 - 2024-03-31 799,226 $43,118,000 -72,111
   UBS Group AG 1139 - 2024-03-31 410,562 $22,150,000 -23,539
   COMMONWEALTH EQUITY SERVICES LLC. 531 - 2024-03-31 329,927 $17,800,000 -40,496
   Del-Sette Capital Management LLC 1 - 2024-03-31 296,420 $15,992,000 -63,396
   ROYAL BANK OF CANADA 1619 - 2024-03-31 149,913 $8,089,000 -4,838
   RAYMOND JAMES & ASSOCIATES 1349 - 2024-03-31 131,185 $7,077,000 -10,968
   JANNEY MONTGOMERY SCOTT LLC 655 - 2024-03-31 121,683 $6,565,000 -39,274
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1084 - 2024-03-31 99,928 $5,391,000 -39,248
   Advisor Group Holdings Inc. 1158 - 2024-03-31 77,317 $4,172,000 -2,815
   STIFEL FINANCIAL CORP 1418 - 2024-03-31 57,973 $3,128,000 -601
   AMERIPRISE FINANCIAL INC 2584 - 2024-03-31 55,999 $3,021,000 -5,909
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 356 - 2024-03-31 54,640 $2,948,000 -36,197
   Integrated Wealth Concepts LLC 438 - 2024-03-31 46,150 $2,490,000 -109
   Joseph P. Lucia & Associates LLC 31 - 2024-03-31 41,810 $2,256,000 -2,088
   Rockefeller Capital Management L.P. 956 - 2024-03-31 41,414 $2,234,000 -2,585
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1398 - 2024-03-31 29,751 $1,605,000 -1,826
   HANSON MCCLAIN, INC. 361 - 2024-03-31 24,536 $1,324,000 -108
   DAVIDSON D A & CO 662 - 2024-03-31 23,082 $1,245,000 -250
   Atria Wealth Solutions Inc. 841 - 2024-03-31 21,582 $1,164,000 -654
   Investors Research Corp 89 - 2024-03-31 21,209 $1,144,000 -590
   PFG Advisors 278 - 2024-03-31 19,635 $1,059,000 -1,638
   HIGHTOWER ADVISORS, LLC 1759 - 2024-03-31 18,957 $1,022,000 -2,231
   Great Diamond Partners LLC 95 - 2024-03-31 18,629 $1,005,000 -776
   Cypress Wealth Services LLC 82 - 2024-03-31 17,287 $933,000 -7,504
   OHE FINANCIAL INC 129 - 2024-03-31 17,102 $923,000 -18,596
   BB&T CORP 1647 - 2024-03-31 16,315 $880,000 -1,850
   MARINER WEALTH ADVISORS, LLC 1712 - 2024-03-31 14,027 $757,000 -102
   Private Advisor Group LLC 1346 - 2024-03-31 12,565 $678,000 -142
   BKM Wealth Management LLC 87 - 2024-03-31 11,686 $630,000 -537
   Baird Financial Group Inc. 1350 - 2024-03-31 10,228 $552,000 -200
   DB Wealth Management Group LLC 60 - 2023-12-31 8,868 $455,000 -3,000
   Tradition Wealth Management LLC 249 - 2024-03-31 7,583 $409,000 -331
   Snowden Capital Advisors LLC 842 - 2024-03-31 7,434 $401,000 -200
   Keystone Financial Group 229 - 2024-03-31 6,548 $353,000 -875
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1348 - 2024-03-31 6,291 $339,000 -180
   FINANCIAL NETWORK 2207 - 2024-03-31 6,115 $330,000 -1,691
   Beacon Pointe Advisors LLC 1079 - 2024-03-31 5,875 $317,000 -1,489
   COMERICA BANK 2144 - 2024-03-31 5,153 $278,000 -54
   Redwood Financial Network Corp 119 - 2024-03-31 4,775 $258,000 -708
   GILL CAPITAL PARTNERS LLC 114 - 2024-03-31 3,855 $200,000 -2,184
   NBC SECURITIES INC. 834 - 2024-03-31 2,815 $151,000 -200
   Geneos Wealth Management Inc. 822 - 2024-03-31 2,107 $114,000 -40
   Parallel Advisors LLC 1129 - 2024-03-31 2,000 $108,000 -1,250
   Retirement Group LLC 158 - 2024-03-31 1,925 $104,000 -2,800
   PNC FINANCIAL SERVICES GROUP INC 3045 - 2024-03-31 800 $43,000 -2,170
   Spire Wealth Management 1352 - 2024-03-31 605 $33,000 -185
   Global Retirement Partners LLC 2698 - 2024-03-31 34 $2,000 -432
   Larson Financial Group LLC 1609 - 2024-03-31 4 $0 -220
  50 Records found
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