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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
   MORGAN STANLEY 1535 - 2023-12-31 1,176,408 $60,303,000 -97,855
   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
   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
   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
   OHE FINANCIAL INC 75 - 2023-12-31 35,698 $1,830,000 -357
   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 646 - 2023-12-31 23,332 $1,196,000 -532
   MML INVESTORS SERVICES LLC 1260 - 2023-12-31 22,651 $1,161,000 -168
   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
   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
   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
   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
   FINANCIAL NETWORK 2043 - 2023-12-31 7,806 $400,000 -2,096
   Snowden Capital Advisors LLC 791 - 2023-12-31 7,634 $391,000 -525
   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
   CAPTRUST FINANCIAL ADVISORS 1955 - 2023-12-31 7,275 $373,000 -223
   GILL CAPITAL PARTNERS LLC 84 - 2023-12-31 6,039 $310,000 -950
   COMERICA BANK 2146 - 2023-12-31 5,207 $267,000 -333
   Redwood Financial Network Corp - 2024-03-31 4,775 $258,000 -708
   Ironsides Asset Advisors LLC 57 - 2023-12-31 4,350 $223,000 -4,451
   Simmons Bank 318 - 2023-12-31 4,183 $214,000 -4,250
   NBC SECURITIES INC. 834 - 2024-03-31 2,815 $151,000 -200
   Geneos Wealth Management Inc. - 2024-03-31 2,107 $114,000 -40
   Retirement Group LLC - 2024-03-31 1,925 $104,000 -2,800
   Spire Wealth Management 1352 - 2024-03-31 605 $33,000 -185
   TOWER RESEARCH CAPITAL LLC 3646 - 2023-12-31 393 $20,000 -7,855
   Global Retirement Partners LLC 2698 - 2024-03-31 34 $2,000 -432
   Larson Financial Group LLC - 2024-03-31 4 $0 -220
  49 Records found
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