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Get Institutions for : 
Alps Sector Dividend Dogs (SDOG)  
$54.17 0.12 (0.22%) as of 4:30 Tue 5/21


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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 : 
 $46.20  
Last Quarter's Ending Price : 
 $51.26  
Last Quarter's Average Price : 
 $47.71  
Change from last quarter's     
avg. price to the last closing  : 
6.46 (13.54%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            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
   LPL FINANCIAL CORP 1048 - 2024-03-31 295,091 $15,920,000 69,883
   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
   GOLDMAN SACHS GROUP INC/ 2595 - 2024-03-31 87,587 $4,725,000 87,587
   Advisor Group Holdings Inc. 1158 - 2024-03-31 77,317 $4,172,000 -2,815
   Dynamic Advisors Solutions LLC 200 - 2024-03-31 69,065 $3,726,000 6,135
   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
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1398 - 2024-03-31 29,751 $1,605,000 -1,826
   Federation des caisses Desjardins du Quebec 598 - 2024-03-31 27,611 $1,490,000 0
   Heartwood Wealth Advisors LLC 43 - 2024-03-31 27,195 $1,467,000 5,313
   HANSON MCCLAIN, INC. 361 - 2024-03-31 24,536 $1,324,000 -108
   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
   DAVIDSON D A & CO 662 - 2024-03-31 23,082 $1,245,000 -250
   MULTIFINANCIAL SECURITIES CORP 1052 - 2024-03-31 22,772 $1,229,000 7,098
   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
   Cetera Investment Advisers 896 - 2024-03-31 18,618 $1,004,000 -167
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2629 - 2024-03-31 17,518 $945,000 4,085
   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
   MADDEN ADVISORY SERVICES, INC. 46 - 2024-03-31 16,476 $889,000 2
   BB&T CORP 1647 - 2024-03-31 16,315 $880,000 -1,850
   Wealthcare Advisory Partners LLC 397 - 2024-03-31 16,223 $875,000 570
   CREATIVE PLANNING 1435 - 2024-03-31 15,818 $853,000 818
   MARINER WEALTH ADVISORS, LLC 1712 - 2024-03-31 14,027 $757,000 -102
   Bickling Financial Services Inc. 47 - 2022-12-31 14,116 $726,000 133
   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
   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
   Baird Financial Group Inc. 1350 - 2024-03-31 10,228 $552,000 -200
   Rockport Wealth LLC 38 - 2024-03-31 10,296 $552,000 0
   J P MORGAN CHASE & CO 3752 - 2024-03-31 8,850 $478,000 800
   DB Wealth Management Group LLC 60 - 2023-12-31 8,868 $455,000 -3,000
   Strategic Financial Concepts LLC 177 - 2024-03-31 8,350 $450,000 8,350
   HRT FINANCIAL LLC 1259 *New 2024-03-31 8,181 $441,000 8,181
   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
   Tradition Wealth Management LLC 249 - 2024-03-31 7,583 $409,000 -331
   SWEENEY & MICHEL LLC 79 - 2024-03-31 7,490 $406,000 142
   Snowden Capital Advisors LLC 842 - 2024-03-31 7,434 $401,000 -200
   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
   Pinnacle Bank 130 - 2024-03-31 6,700 $361,000 0
   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
   Tyche Wealth Partners LLC 188 - 2024-03-31 6,157 $332,000 0
   FINANCIAL NETWORK 2207 - 2024-03-31 6,115 $330,000 -1,691
   ANCORA ADVISORS, LLC 555 - 2024-03-31 6,069 $327,000 0
   Beacon Pointe Advisors LLC 1079 - 2024-03-31 5,875 $317,000 -1,489
   Aspen Grove Capital LLC 143 - 2024-03-31 5,750 $310,000 0
   WEDBUSH MORGAN SECURITIES INC 864 *New 2024-03-31 5,723 $309,000 5,723
   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
   COMERICA BANK 2144 - 2024-03-31 5,153 $278,000 -54
   WEALTHSOURCE PARTNERS LLC 428 - 2023-12-31 5,282 $271,000 0
   Commonwealth Financial Services LLC 144 - 2024-03-31 5,170 $265,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1062 *New 2024-03-31 4,852 $262,000 4,852
   CENTRAL VALLEY ADVISORS LLC 121 - 2024-03-31 4,800 $259,000 0
   Redwood Financial Network Corp 119 - 2024-03-31 4,775 $258,000 -708
   DANA INVESTMENT ADVISORS INC 501 - 2024-03-31 4,720 $255,000 0
   Well Done LLC 162 - 2024-03-31 4,686 $253,000 4
   ENDURANCE WEALTH MANAGEMENT, INC. 176 - 2023-06-30 4,783 $239,000 0
   MKT Advisors LLC 122 - 2024-03-31 4,418 $232,000 0
   HUDOCK MOYER WEALTH RESOURCES, LLC 127 - 2024-03-31 4,285 $231,000 0
   TIAA TRUST NATIONAL ASSOCIATION 565 - 2024-03-31 4,270 $230,000 0
   Simmons Bank 320 - 2024-03-31 4,183 $226,000 0
   PRIVATE TRUST CO NA 600 - 2024-03-31 4,165 $225,000 0
   WARREN AVERETT ASSET MANAGEMENT, LLC 633 *New 2024-03-31 4,167 $225,000 4,167
   FIRST HEARTLAND CONSULTANTS INC 388 *New 2024-03-31 4,110 $222,000 4,110
   Goss Wealth Management LLC 1795 *New 2024-03-31 3,967 $214,000 3,967
   TIAA FSB 535 - 2023-06-30 4,270 $213,000 0
  100 Records found
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