Key Client Fiduciary Advisors’s FT Vest DJIA Dogs 10 Target Income ETF DOGG Stock Holding History

Key Client Fiduciary Advisors’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
2025 Q1	–	Sell	-65,177	Closed	-$1.24M	–	195
2024 Q4	$1.24M	Sell	65,177 -1,601	-2%	-$32.2K	0.55%	44
2024 Q3	$1.39M	Buy	66,778 +4,978	+8%	+$101K	0.62%	38
2024 Q2	$1.22M	Buy	61,800 +12,201	+25%	+$249K	0.61%	38
2024 Q1	$1.05M	Buy	49,599 +2,570	+5%	+$53.9K	0.56%	41
2023 Q4	$1.01M	Buy	47,029 +6,983	+17%	+$139K	0.58%	37
2023 Q3	$783K	Buy	40,046 +23,905	+148%	+$482K	0.48%	45
2023 Q2	$321K	Buy	+16,141	New	+$320K	0.19%	121

Other funds holding DOGG

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

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

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Key Client Fiduciary Advisors's DOGG Position: Q1 2025 in Review

Key Client Fiduciary Advisors sold out of FT Vest DJIA Dogs 10 Target Income ETF (DOGG) in Q1 2025, closing a stake of 65,177 shares — an estimated $1.24M sold.

Key Client Fiduciary Advisors first reported a position in DOGG in Q2 2023 and held it in 7 quarters. The position peaked at $1.39M in Q3 2024. 30 funds tracked by Wall St. Rank hold DOGG as of Q1 2025.

Key Client Fiduciary Advisors reported no remaining FT Vest DJIA Dogs 10 Target Income ETF position as of Q1 2025 after selling out during the quarter.
Key Client Fiduciary Advisors sold 65,177 FT Vest DJIA Dogs 10 Target Income ETF shares in Q1 2025, an estimated $1.24M.
Key Client Fiduciary Advisors first reported a position in FT Vest DJIA Dogs 10 Target Income ETF in Q2 2023 and held it in 7 quarters.
Key Client Fiduciary Advisors's FT Vest DJIA Dogs 10 Target Income ETF position peaked at $1.39M in Q3 2024.
30 funds tracked by Wall St. Rank held FT Vest DJIA Dogs 10 Target Income ETF as of Q1 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.