NewEdge Advisors’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

NewEdge Advisors’s Portfolio IDOG Stock Details IDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,392	Closed	-$147K	–	3810
2023 Q3	$147K	Buy	5,392 +70	+1%	+$1.97K	﹤0.01%	1721
2023 Q2	$149K	Buy	5,322 +634	+14%	+$17.8K	﹤0.01%	1727
2023 Q1	$130K	Buy	4,688 +146	+3%	+$3.97K	﹤0.01%	1667
2022 Q4	$116	Buy	+4,542	New	+$110K	﹤0.01%	3354

Other funds holding IDOG

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FWM

ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return

NewEdge Advisors's IDOG Position: Q4 2023 in Review

NewEdge Advisors sold out of ALPS International Sector Dividend Dogs ETF (IDOG) in Q4 2023, closing a stake of 5,392 shares — an estimated $147K sold.

NewEdge Advisors first reported a position in IDOG in Q4 2022 and held it in 4 quarters. The position peaked at $149K in Q2 2023. 45 funds tracked by Wall St. Rank hold IDOG as of Q4 2023.

NewEdge Advisors reported no remaining ALPS International Sector Dividend Dogs ETF position as of Q4 2023 after selling out during the quarter.
NewEdge Advisors sold 5,392 ALPS International Sector Dividend Dogs ETF shares in Q4 2023, an estimated $147K.
NewEdge Advisors first reported a position in ALPS International Sector Dividend Dogs ETF in Q4 2022 and held it in 4 quarters.
NewEdge Advisors's ALPS International Sector Dividend Dogs ETF position peaked at $149K in Q2 2023.
45 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.