Institutional & Family Asset Management’s ALPS Emerging Sector Dividend Dogs ETF EDOG Stock Holding History

Institutional & Family Asset Management’s Portfolio EDOG Stock Details EDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,038	Closed	-$23K	–	836
2019 Q4	$23K	Buy	1,038 +8	+0.8%	+$168	﹤0.01%	415
2019 Q3	$21K	Buy	1,030 +13	+1%	+$272	﹤0.01%	396
2019 Q2	$22K	Sell	1,017 -2,847	-74%	-$60.9K	﹤0.01%	412
2019 Q1	$83K	Sell	3,864 -64	-2%	-$1.41K	0.02%	265
2018 Q4	$79K	Buy	3,928 +1,225	+45%	+$25.5K	0.02%	267
2018 Q3	$57K	Sell	2,703 -34	-1%	-$732	0.01%	340
2018 Q2	$59K	Buy	2,737 +980	+56%	+$22.8K	0.01%	335
2018 Q1	$44K	Buy	+1,757	New	+$45.5K	0.01%	338

Other funds holding EDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Institutional & Family Asset Management's EDOG Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of ALPS Emerging Sector Dividend Dogs ETF (EDOG) in Q1 2020, closing a stake of 1,038 shares — an estimated $23K sold.

Institutional & Family Asset Management first reported a position in EDOG in Q1 2018 and held it in 8 quarters. The position peaked at $83K in Q1 2019. 13 funds tracked by Wall St. Rank hold EDOG as of Q1 2020.

Institutional & Family Asset Management reported no remaining ALPS Emerging Sector Dividend Dogs ETF position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 1,038 ALPS Emerging Sector Dividend Dogs ETF shares in Q1 2020, an estimated $23K.
Institutional & Family Asset Management first reported a position in ALPS Emerging Sector Dividend Dogs ETF in Q1 2018 and held it in 8 quarters.
Institutional & Family Asset Management's ALPS Emerging Sector Dividend Dogs ETF position peaked at $83K in Q1 2019.
13 funds tracked by Wall St. Rank held ALPS Emerging Sector Dividend Dogs ETF as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.