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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Pinnacle Bank 130 - 2024-03-31 6,700 $361,000 0
   Tyche Wealth Partners LLC 188 - 2024-03-31 6,157 $332,000 0
   ANCORA ADVISORS, LLC 552 - 2023-12-31 6,069 $311,000 0
   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
   Commonwealth Financial Services LLC 144 - 2023-12-31 5,170 $265,000 0
   CENTRAL VALLEY ADVISORS LLC 121 - 2024-03-31 4,800 $259,000 0
   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
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 4,270 $219,000 0
   TIAA FSB 535 - 2023-06-30 4,270 $213,000 0
   NATIONAL BANK OF CANADA /FI/ 1330 - 2023-12-31 2,886 $149,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1486 - 2023-12-31 2,130 $109,000 0
   Goodman Advisory Group LLC 76 - 2023-12-31 1,995 $102,000 0
   Register Financial Advisors LLC 328 - 2024-03-31 1,050 $57,000 0
   Key Financial Inc 407 - 2024-03-31 1,098 $56,000 0
   Burleson & Company LLC 167 - 2022-12-31 1,069 $55,000 0
   SIGNATUREFD, LLC - 2024-03-31 1,000 $54,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 237 - 2024-03-31 1,000 $54,000 0
   Cassady Schiller Wealth Management LLC 221 - 2023-12-31 716 $37,000 0
   Qube Research & Technologies Ltd 2967 - 2023-12-31 673 $34,000 0
   TD Waterhouse Canada Inc. 1079 - 2023-12-31 505 $26,000 0
   Efficient Wealth Management LLC 229 - 2024-03-31 334 $19,000 0
   BDO Wealth Advisors LLC 635 - 2023-06-30 300 $15,000 0
   Stephens Consulting LLC 315 - 2024-03-31 190 $10,000 0
   SOA Wealth Advisors LLC. 561 - 2024-03-31 155 $8,000 0
   Beacon Capital Management LLC 622 - 2023-12-31 133 $6,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 395 - 2023-12-31 100 $5,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 101 $5,000 0
   BARTLETT & CO. LLC 1052 - 2023-12-31 100 $5,000 0
   Impact Partnership Wealth LLC 581 - 2023-12-31 100 $5,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1046 - 2023-12-31 100 $5,000 0
   DHJJ Financial Advisors Ltd. 594 - 2024-03-31 11 $1,000 0
   Raleigh Capital Management Inc. 916 - 2023-12-31 20 $1,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  38 Records found
  1    
  Page 1 of 1
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