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Get Institutions for : 
Alps Sector Dividend Dogs (SDOG)  
$52.62 0.24 (0.46%) as of 4:30 Mon 5/6


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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  : 
4.91 (10.29%)  




 
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/ 908 - 2023-12-31 1,679,718 $86,102,000 115,011
   MORGAN STANLEY 1535 - 2023-12-31 1,176,408 $60,303,000 -97,855
   WELLS FARGO & CO/MN 735 - 2023-12-31 871,337 $44,665,000 7,822
   UBS Group AG 1052 - 2023-12-31 434,101 $22,252,000 -14,566
   COMMONWEALTH EQUITY SERVICES LLC. 531 - 2024-03-31 329,927 $17,800,000 -40,496
   Del-Sette Capital Management LLC - 2024-03-31 296,420 $15,992,000 -63,396
   LPL FINANCIAL CORP 1158 - 2023-12-31 225,208 $11,544,000 -46,966
   ROYAL BANK OF CANADA 1588 - 2023-12-31 154,751 $7,933,000 -157,867
   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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 299 - 2023-12-31 90,837 $4,656,000 -259,245
   Advisor Group Holdings Inc. 1337 - 2023-12-31 80,132 $4,108,000 -2,631
   Dynamic Advisors Solutions LLC 200 - 2024-03-31 69,065 $3,726,000 6,135
   AMERIPRISE FINANCIAL INC 2559 - 2023-12-31 61,908 $3,174,000 -41,196
   STIFEL FINANCIAL CORP 1401 - 2023-12-31 58,574 $3,002,000 -1,448
   Integrated Wealth Concepts LLC 416 - 2023-12-31 46,259 $2,371,000 45
   Joseph P. Lucia & Associates LLC - 2024-03-31 41,810 $2,256,000 -2,088
   Rockefeller Capital Management L.P. 869 - 2023-12-31 43,999 $2,255,000 -1,612
   Laurel Wealth Advisors Inc. 123 - 2022-12-31 36,422 $1,874,000 67
   OHE FINANCIAL INC 75 - 2023-12-31 35,698 $1,830,000 -357
   Apollon Wealth Management LLC - 2024-03-31 33,843 $1,826,000 227
   MONEY CONCEPTS CAPITAL CORP 158 - 2024-03-31 32,637 $1,761,000 1,182
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1398 - 2024-03-31 29,751 $1,605,000 -1,826
   Steward Partners Investment Advisory LLC 567 - 2023-12-31 31,115 $1,595,000 401
   Kestra Advisory Services LLC 937 *New 2023-12-31 29,029 $1,488,000 29,029
   Heartwood Wealth Advisors LLC 43 - 2024-03-31 27,195 $1,467,000 5,313
   JPL Wealth Management LLC 46 - 2023-12-31 28,373 $1,454,000 0
   HANSON MCCLAIN, INC. 361 - 2024-03-31 24,536 $1,324,000 -108
   DAVIDSON D A & CO 646 - 2023-12-31 23,332 $1,196,000 -532
   GATEWAY ADVISORY, LLC 40 - 2023-12-31 23,322 $1,195,000 84
   MML INVESTORS SERVICES LLC 1260 - 2023-12-31 22,651 $1,161,000 -168
   Atria Wealth Solutions Inc. 799 - 2023-12-31 22,236 $1,140,000 543
   Investors Research Corp 91 - 2023-12-31 21,799 $1,117,000 -467
   PFG Advisors 251 - 2023-12-31 21,273 $1,090,000 -7,855
   HIGHTOWER ADVISORS, LLC 1762 - 2023-12-31 21,188 $1,085,000 -3,767
   Great Diamond Partners LLC 90 - 2023-12-31 19,405 $995,000 1,235
   Cetera Investment Advisers 1119 - 2023-12-31 18,785 $963,000 -1,731
   Cypress Wealth Services LLC 82 - 2024-03-31 17,287 $933,000 -7,504
   BB&T CORP 1606 - 2023-12-31 18,165 $931,000 -945
   MADDEN ADVISORY SERVICES, INC. - 2024-03-31 16,476 $889,000 2
   Wealthcare Advisory Partners LLC 397 - 2024-03-31 16,223 $875,000 570
   MULTIFINANCIAL SECURITIES CORP 866 - 2023-12-31 15,674 $803,000 3,650
   CREATIVE PLANNING 1395 - 2023-12-31 15,000 $769,000 5,396
   Bickling Financial Services Inc. 47 - 2022-12-31 14,116 $726,000 133
   MARINER WEALTH ADVISORS, LLC 1669 - 2023-12-31 14,129 $724,000 3,765
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3307 - 2023-12-31 13,433 $689,000 -19,665
   Private Advisor Group LLC - 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
   PFG Investments LLC 469 - 2024-03-31 10,831 $584,000 5,803
   Baird Financial Group Inc. 1330 - 2023-12-31 10,428 $535,000 1,225
   TOCQUEVILLE ASSET MANAGEMENT LP 391 - 2023-12-31 10,365 $531,000 -75
   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
   J P MORGAN CHASE & CO 3775 - 2023-12-31 8,050 $413,000 306
   HARBOUR INVESTMENTS INC. 598 - 2023-12-31 8,034 $412,000 1,839
   Tradition Wealth Management LLC 227 - 2023-12-31 7,914 $406,000 84
   FINANCIAL NETWORK 2043 - 2023-12-31 7,806 $400,000 -2,096
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 479 - 2024-03-31 7,374 $398,000 3
   Snowden Capital Advisors LLC 791 - 2023-12-31 7,634 $391,000 -525
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1723 - 2024-03-31 7,234 $390,000 1,321
   Keystone Financial Group 185 - 2023-12-31 7,423 $380,000 -136
   ENVESTNET ASSET MANAGEMENT INC 3456 - 2023-12-31 7,385 $379,000 -1,886
   Beacon Pointe Advisors LLC 972 - 2023-12-31 7,364 $378,000 -605
   J.W. COLE ADVISORS INC. - 2024-03-31 6,953 $375,000 619
   CAPTRUST FINANCIAL ADVISORS 1955 - 2023-12-31 7,275 $373,000 -223
   Pinnacle Bank 130 - 2024-03-31 6,700 $361,000 0
   SWEENEY & MICHEL LLC 80 - 2023-09-30 7,348 $336,000 75
   Tyche Wealth Partners LLC 188 - 2024-03-31 6,157 $332,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1324 - 2023-12-31 6,471 $332,000 485
   FMR LLC 2643 - 2023-12-31 6,361 $326,000 2,502
   ANCORA ADVISORS, LLC 552 - 2023-12-31 6,069 $311,000 0
   GILL CAPITAL PARTNERS LLC 84 - 2023-12-31 6,039 $310,000 -950
   HENGEHOLD CAPITAL MANAGEMENT LLC 151 - 2024-03-31 5,501 $297,000 1,571
   Aspen Grove Capital LLC 125 - 2023-12-31 5,750 $295,000 0
   WEALTHSOURCE PARTNERS LLC 428 - 2023-12-31 5,282 $271,000 0
   COMERICA BANK 2146 - 2023-12-31 5,207 $267,000 -333
   Commonwealth Financial Services LLC 144 - 2023-12-31 5,170 $265,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC *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 - 2024-03-31 4,775 $258,000 -708
   Well Done LLC 162 - 2024-03-31 4,686 $253,000 4
   Lido Advisors LLC 992 - 2023-12-31 4,809 $247,000 4,809
   DANA INVESTMENT ADVISORS INC 396 - 2023-12-31 4,720 $242,000 0
   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
   PRIVATE TRUST CO NA 600 - 2024-03-31 4,165 $225,000 0
   Ironsides Asset Advisors LLC 57 - 2023-12-31 4,350 $223,000 -4,451
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 4,270 $219,000 0
   Simmons Bank 318 - 2023-12-31 4,183 $214,000 -4,250
   TIAA FSB 535 - 2023-06-30 4,270 $213,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 706 - 2023-12-31 4,108 $211,000 4,108
   ADVISORY SERVICES NETWORK, LLC 1269 *New 2023-12-31 3,930 $201,000 3,930
   Parallel Advisors LLC 879 *New 2023-12-31 3,250 $167,000 3,250
   PNC FINANCIAL SERVICES GROUP INC 2343 - 2023-12-31 2,970 $152,000 1,995
   NBC SECURITIES INC. 834 - 2024-03-31 2,815 $151,000 -200
   NATIONAL BANK OF CANADA /FI/ 1330 - 2023-12-31 2,886 $149,000 0
   Geneos Wealth Management Inc. - 2024-03-31 2,107 $114,000 -40
  100 Records found
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