CIA
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Cape Investment Advisory’s FT Vest DJIA Dogs 10 Target Income ETF DOGG Stock Holding History

Cape Investment Advisory’s Portfolio DOGG Stock Details DOGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$19.5K – 1143
2023
Q3 		$19.5K Buy
+1,000
New +$20.2K 0.01% 447

Other funds holding DOGG

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
C
CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cape Investment Advisory's DOGG Position: Q4 2023 in Review

Cape Investment Advisory sold out of FT Vest DJIA Dogs 10 Target Income ETF (DOGG) in Q4 2023, closing a stake of 1,000 shares — an estimated $19.5K sold.

Cape Investment Advisory first reported a position in DOGG in Q3 2023 and held it in 1 quarter. The position peaked at $19.5K in Q3 2023. 18 funds tracked by Wall St. Rank hold DOGG as of Q4 2023.

  • Cape Investment Advisory reported no remaining FT Vest DJIA Dogs 10 Target Income ETF position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 1,000 FT Vest DJIA Dogs 10 Target Income ETF shares in Q4 2023, an estimated $19.5K.
  • Cape Investment Advisory first reported a position in FT Vest DJIA Dogs 10 Target Income ETF in Q3 2023 and held it in 1 quarter.
  • Cape Investment Advisory's FT Vest DJIA Dogs 10 Target Income ETF position peaked at $19.5K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held FT Vest DJIA Dogs 10 Target Income ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.